London & Capital, the wealth and asset manager, has today announced the appointment of Simon Reed as Executive Director within the Private Investment Office. Simon will report to Iain Tait, Head of the Private Investment Office, and will be based in London.
In his role, Simon will help the Private Investment Office as it continues to grow. The Private Investment Office was founded in 2013 to provide UHNW clients with an expansive service including strategic financial planning and investment strategy. Simon brings specialist expertise in offshore trusts and fiduciaries.
With a wealth of experience advising and helping a wide range of private individuals, family offices, trusts and charities (both on and offshore), Simon joins London & Capital from Enhance Investment Consultancy where he was a Director. His career in finance started as a Portfolio Manager at Cazenove Capital Management. He then joined Santander as part of its expansion into the UK private banking space. This followed seven years spent practicing as a solicitor in both private practice and industry, specialising in company commercial and real estate law.
Simon holds the Chartered Wealth Manager Qualification and is a Chartered Fellow of the Chartered Institute for Securities and Investment.
Commenting on his appointment, Iain Tait, Partner and Head of Private Investment Office said:
“Simon will be fundamental in this next stage of growth for the Private Investment Office. Our clients’ needs are nuanced, brought about by the complexity of their wealth and success. His extensive experience in this area will be vital as we continue to grow and provide our clients with the best possible service. We are thrilled he is joining as an invaluable member of the team.”
Simon Reed, Executive Director added:
“In the six years since the launch of the Private Investment Office, it has gone from strength to strength. It has been very successful in filling the space that existed between traditional wealth management and a full-fledged family office, so to play a role in the next stage of its growth is hugely exciting and I am delighted to be joining the team.”
London & Capital also works strategically with institutional clients, to identify their unique requirements and develop an entirely bespoke investment solution. L&C manage over USD1 billion on behalf of captive insurers, reinsurers and supranational organisations.
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