Simon has spent over 30 years working in the investment business. He began as an institutional investment manager running money in the UK and then Japan. In 1988 he helped set up a private client investment management business and has subsequently worked for Ivory & Sime and Rathbones before joining Lindsays as Head of Investment in 2004. He joined Adam & Company in 2010. He has a wealth of experience managing private client portfolios, trusts, charities and pension funds.
Simon has a degree in Accountancy from Cardiff University and is a member of the Chartered Institute for Securities & Investments.