Simon Gregory

Simon Gregory Email and Phone Number

Client Management- Product Specialist- Team Head- Equity & Fixed Income
Simon Gregory's Location
London, England, United Kingdom, United Kingdom
Simon Gregory's Contact Details
About Simon Gregory

Highly experienced investment professional with over 27 years’ experience in the institutional and advisory asset management business. Proven business builder with a clear track record of closing deals and cementing trusted relationships with clients and their advisers. Strong product knowledge across equities and fixed income alongside deep industry experience of the range of investors by client type and geography. A highly effective communicator with the ability to tailor content, message and tone to the needs of the audience.

Simon Gregory's Current Company Details

Client Management- Product Specialist- Team Head- Equity & Fixed Income
Simon Gregory Work Experience Details
  • Polen Capital
    Investment Specialist
    Polen Capital Dec 2021 - Oct 2024
    London, England, United Kingdom
    Represented Polen’s Large Company Growth strategies (U.S. and Global equity) outside the U.S. Worked alongside Distribution and Portfolio Management to grow and defend assets and position strategies according to market and client type. Significant exposure to institutional and advisory clients, prospects and consultants in Europe, the Middle East, Asia and Australia. Additionally represented Leveraged Credit, European Private Credit, Small Company and EM strategies on an ad hoc basis.
  • Pgim Fixed Income
    Head Of Client Management, Emea
    Pgim Fixed Income Mar 2020 - Nov 2021
    London, England, United Kingdom
    Led team of 13 client service professionals with responsibility for $100bn of institutional and sub-advised assets across a wide array of global fixed income strategies - IG, HY, Multi-asset, EMD, Securitised and LDI. Close collaboration with sales teams and portfolio managers to onboard, strengthen client relationships, defend assets and cross-sell.
  • Rbc Global Asset Management (Uk) Ltd
    Managing Director, Head Of Product Specialists
    Rbc Global Asset Management (Uk) Ltd Jul 2013 - Mar 2020
    Managing Director, Global Equity (2017 - 2019):Member of the Global Equity Team. Responsible for external promotion of the Team’s strategies, predominantly within EMEA and Asia, to a broad range of institutional investors and advisers.Head of Product & Client Service (2013 - 17):Managed the Product Specialist Team and assumed responsibility for product development and strategy market-readiness. Serviced the R.o.W. client book. Represented RBC’s London-managed European, Emerging Market and Global Equity offerings alongside Global Fixed Income and local support for US Small and Mid Cap Equity.
  • Western Asset Management
    Head Of Uk Client Service & Sales
    Western Asset Management Jan 2001 - Jul 2013
    Responsible for all business development and client service for the Firm’s substantial UK and RoI client book across multiple fixed income strategies. Worked with a wide spectrum of investors including public and private DB schemes, insurance companies, multi-managers, sub-advisers and banks as well as the major global and local consultants. Managed a team of 4 senior Relationship Managers. Significant assets raised and retained.
  • Singer & Friedlander Investment Management
    Sales Manager
    Singer & Friedlander Investment Management Jan 1999 - Jan 2001
    Direct sales to UK institutions for the Firm’s UK and European equity strategies
  • Foreign & Colonial Investment Management
    Institutional Sales & Client Service Manager
    Foreign & Colonial Investment Management Jan 1997 - Jan 1999
    Sales and support across the Firm’s DM and EM equity and fixed income book.
  • Greycoat Hospital School, London And Logoipulotu School, Western Samoa
    Secondary School Teacher
    Greycoat Hospital School, London And Logoipulotu School, Western Samoa Sep 1993 - Dec 1996
    London And Western Samoa
    Secondary school teacher - History, Geography, Business Studies and Rugby.

Simon Gregory Skills

Asset Management Investment Management Marketing Business Development Hedge Funds Management Alternative Investments Investment Strategies

Simon Gregory Education Details

Frequently Asked Questions about Simon Gregory

What is Simon Gregory's role at the current company?

Simon Gregory's current role is Client Management- Product Specialist- Team Head- Equity & Fixed Income.

What is Simon Gregory's email address?

Simon Gregory's email address is sr****@****ail.com

What schools did Simon Gregory attend?

Simon Gregory attended University Of Bristol, The London School Of Economics And Political Science (Lse), Wallington High School For Boys.

What skills is Simon Gregory known for?

Simon Gregory has skills like Asset Management, Investment Management, Marketing, Business Development, Hedge Funds, Management, Alternative Investments, Investment Strategies.

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