Simon Miles

Simon Miles Email and Phone Number

Member Nominated Director at Bank of America Merrill Lynch UK Pension Plan @
Simon Miles's Location
London, England, United Kingdom, United Kingdom
About Simon Miles

I have over 30 year’s experience as a private client discretionary portfolio manager focused on international UHNW individuals, charities and small institutions. I have also held a number of senior management roles in which I have demonstrated superior leadership, business management and organisational skills and gained a sound understanding of operations, legal, compliance and regulation. I have been responsible for a number of change management projects including the successful transition of two businesses. I am a highly motivated hands-on operator who is passionate about investment and providing superior levels of client service.My key skills are:-• Proven track record in private client discretionary management • Superior client relationship management and client acquisition skills with experience of dealing with an internationally diversified client base• Strong leadership, business management and organisational skills• Change management expertise with a record of leading several very successful business transitions• Excellent communications and presentation skillsProfessional Qualifications:-1985 Chartered Institute of Bankers 1988 Society of Investment Analysis (IIMR)1993 NASD Uniform Investment Adviser Law Examination Series 2, 63 and 65Member of CISI and CFA UK InstituteRDR Qualified

Simon Miles's Current Company Details
Bank of America Merrill Lynch UK Pension Plan

Bank Of America Merrill Lynch Uk Pension Plan

Member Nominated Director at Bank of America Merrill Lynch UK Pension Plan
Simon Miles Work Experience Details
  • Bank Of America Merrill Lynch Uk Pension Plan
    Member Nominated Director
    Bank Of America Merrill Lynch Uk Pension Plan Feb 2016 - Present
    London, United Kingdom
    Member nominated trustees of the UK pension plan
  • Julius Baer International
    Contractor
    Julius Baer International Nov 2016 - Dec 2017
    London, United Kingdom
    General Portfolio Managers duties
  • Julius Baer
    Managing Director
    Julius Baer Oct 2013 - Nov 2015
    London, United Kingdom
    Managing Director, Head of UK Portfolio Management Transition, Julius BaerDirector of Julius Baer Portfolio Management LtdDirigeants Responsables MLPM Ltd – Paris BranchResponsible for the smooth transition of Portfolio Management clients from Merrill Lynch to Julius Baer which acquired Merrill Lynch Portfolio Management in July 2013
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  • Bank Of America Merrill Lynch
    Managing Director - Head Of Emea Portfolio Management
    Bank Of America Merrill Lynch Sep 2010 - Oct 2013
    London, United Kingdom
    Also:-Director of Merrill Lynch Portfolio Management LtdDirector of Merrill Lynch Portfolio Management (CI) LtdMember of BAML GWIM EMEA Exco• Appointed against strong external field• Responsible for 31 PMs and front office staff in 6 locations managing over $7bn• Regulatory responsibility and classified as Person of Significant Influence by FSAKey achievements• Established the business following departure of previous head and 8 PMs to a… Show more Also:-Director of Merrill Lynch Portfolio Management LtdDirector of Merrill Lynch Portfolio Management (CI) LtdMember of BAML GWIM EMEA Exco• Appointed against strong external field• Responsible for 31 PMs and front office staff in 6 locations managing over $7bn• Regulatory responsibility and classified as Person of Significant Influence by FSAKey achievements• Established the business following departure of previous head and 8 PMs to a competitor• Devised and implemented a growth plan by re-engaging with Asia and Latin America• Led a strategic marketing review• Replaced lost talent• Led review on payout arrangements for FAs which resulted in change to payout and a subsequent pick up in new business.• Improved perception of discretionary within the FA network• Improved client and FA service and communication• Raised external awareness of MLPM and GWIM through press interviews and other external events• Maintained investment track record at time of PM turnover• Successfully transitioned day to day management of personal book although still in involved in a number of relationships Show less
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  • Bank Of America Merrill Lynch
    Senior Portfolio Manager
    Bank Of America Merrill Lynch Sep 2008 - Sep 2010
    London, United Kingdom
    Managing in excess of $500M for international private clients on a discretionary basis.
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  • Merrill Lynch Investment Managers
    Senior Portfolio Manager
    Merrill Lynch Investment Managers Oct 1997 - Sep 2008
    London, United Kingdom
  • Mercury Asset Management
    Portfolio Manager
    Mercury Asset Management May 1983 - Oct 1997
    London, United Kingdom
  • Barclays Bank Plc
    Commercial Banking Clerk
    Barclays Bank Plc Sep 1978 - May 1983
    London, United Kingdom

Simon Miles Skills

Portfolio Management Financial Services Investments Asset Management Change Management Investment Management Wealth Management Equities Investment Strategies Fixed Income Hedge Funds Leadership Alternative Investments Investment Banking Valuation Risk Management Banking Derivatives Privarte Client Discretionary Management International Business Leadership Organizational Effectiveness Organizational Leadership Board Of Directors Governance Securities Regulation Team Building Team Leadership Team Management Teamwork Strategic Communications Presentation Skills Client Services Client Liaison Client Presentation Board Level Sales Presentations Pension Fund Trustee Private Pilot License

Simon Miles Education Details

  • The Kings School Canterbury
    The Kings School Canterbury

Frequently Asked Questions about Simon Miles

What company does Simon Miles work for?

Simon Miles works for Bank Of America Merrill Lynch Uk Pension Plan

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

Simon Miles's current role is Member Nominated Director at Bank of America Merrill Lynch UK Pension Plan.

What schools did Simon Miles attend?

Simon Miles attended The Kings School Canterbury.

What skills is Simon Miles known for?

Simon Miles has skills like Portfolio Management, Financial Services, Investments, Asset Management, Change Management, Investment Management, Wealth Management, Equities, Investment Strategies, Fixed Income, Hedge Funds, Leadership.

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