Simon is Head of Wealth Planning and a Partner at LGT. He joined the firm in 2014 having previously worked at HSBC Private Bank advising the banks’ largest clients on all areas of Wealth Planning and International Wealth Structuring. He is a Chartered Financial Planner and a Chartered Fellow of the Institute of Securities and Investments. He is also a Fellow of the Personal Finance Society and a full member of the society of Trust and Estate Practitioners with additional specialist qualifications on advising UK connected international clients and family-owned businesses.
