Simon is Head of Managed Portfolio Services and a member of Quilter Cheviot’s Asset Allocation, UK Stock Selection and Investment Funds Committees. A Chartered Fellow of the Chartered Institute for Securities & Investment (CISI), Simon has completed the CISI Masters in Wealth Management, the Investment Management Certificate (IMC) and holds the CFA Institute Certificate in ESG Investing. He joined Quilter Cheviot in 2007 and is a graduate of Trinity College Dublin with a first-class honours degree.