Simon Woolf work email
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I have worked in the investment industry since April 1994 and in discretionary portfolio management since 1996. I specialise in working with not-for-profit organisations such as Charities and Friendly Societies, although I also work for a growing number of private clients to whom I have been referred by trustees or professional intermediaries.I became a Chartered Fellow of the Chartered Institute of Securities & Investment in 2010 and a partner at Smith & Williamson in 2013.I am often invited to speak at seminars and am happy to talk on a broad range of investment matters.Specialties: Discretionary & Advisory Investment ManagementWorking with Private Clients, Charities, Pension Funds and Offshore Investment Vehicles
Evelyn Partners
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Partner - Investment ManagerEvelyn Partners Aug 2008 - PresentBirminghamI joined Smith & Williamson in August 2008 and principally work with private clients, charities and other not-for-profit organisations. Based in our Birmingham office, I form part of the office’s dedicated charity team and am personally responsible for the management of investment accounts belonging to local religious, educational, social welfare and philanthropic organisations. However, as a result of referrals made by charity trustees and a number of professional connections, I also… Show more I joined Smith & Williamson in August 2008 and principally work with private clients, charities and other not-for-profit organisations. Based in our Birmingham office, I form part of the office’s dedicated charity team and am personally responsible for the management of investment accounts belonging to local religious, educational, social welfare and philanthropic organisations. However, as a result of referrals made by charity trustees and a number of professional connections, I also now act for a growing number of private clients. Show less
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DirectorBarclays Wealth (Previously Known As Gerrard Investment Management) 2004 - 2008BirminghamI joined Gerrard Investment Management in 2004 following my re-location from London to the Midlands.Initially I assisted a senior director with the management of his clients’ investment portfolios, but - following a series of promotions – was asked to join the dedicated Pensions & Charities team based in Birmingham. I assumed prime responsibility for a number of the firm’s major charity clients, a role that involved client liason, portfolio management and business development… Show more I joined Gerrard Investment Management in 2004 following my re-location from London to the Midlands.Initially I assisted a senior director with the management of his clients’ investment portfolios, but - following a series of promotions – was asked to join the dedicated Pensions & Charities team based in Birmingham. I assumed prime responsibility for a number of the firm’s major charity clients, a role that involved client liason, portfolio management and business development. By the time that I and the rest of the P&C team left Barclays Wealth, to help found the Smith & Williamson office in Birmingham, our team of three were responsible for over £450m of FUM. Show less
Simon Woolf Skills
Simon Woolf Education Details
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Wrekin College
Frequently Asked Questions about Simon Woolf
What company does Simon Woolf work for?
Simon Woolf works for Evelyn Partners
What is Simon Woolf's role at the current company?
Simon Woolf's current role is Partner at Smith & Williamson.
What is Simon Woolf's email address?
Simon Woolf's email address is si****@****s.co.uk
What is Simon Woolf's direct phone number?
Simon Woolf's direct phone number is +44 20 7131*****
What schools did Simon Woolf attend?
Simon Woolf attended Wrekin College.
What skills is Simon Woolf known for?
Simon Woolf has skills like Asset Management, Investments, Portfolio Management, Charities, Investment Management.
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Simon Woolf
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Simon Woolf
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Simon Woolf
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