Simon Beck
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Simon Beck Email & Phone Number

Founder and Managing Director at Beck Private Office I Private Office for UHNW individuals and families I Switzerland I Committed to Excellence at Beck Private Office
Location: Switzerland, Switzerland, Switzerland 13 work roles 1 school
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Founder and Managing Director at Beck Private Office I Private Office for UHNW individuals and families I Switzerland I Committed to Excellence
Location
Switzerland, Switzerland, Switzerland

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Simon Beck is listed as Founder and Managing Director at Beck Private Office I Private Office for UHNW individuals and families I Switzerland I Committed to Excellence at Beck Private Office, based in Switzerland, Switzerland, Switzerland. AeroLeads shows a matched LinkedIn profile for Simon Beck.

Simon Beck previously worked as Founder and Managing Director at Beck Private Office and Head of Private Equity Middle Office at Schroders. Simon Beck studied at Elizabeth College, Guernsey.

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Beck Private Office

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About Simon Beck

Founder and Managing Director at Beck Private Office. Committed and proven to driving continuous improvements and administrative support for UHNW individuals and their families through identification and implementation of process enhancement opportunities.

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Beck Private Office
Beck Private Office
Founder and Managing Director at Beck Private Office I Private Office for UHNW individuals and families I Switzerland I Committed to Excellence
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13 roles · 23 years

Simon Beck work experience

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Founder And Managing Director

Current

Geneva, Switzerland

Beck Private Office is a sustainable solution for the long-term management, preservation and growth of ultra high net worth family's wealth.Our Services:Wealth Structuring Wealth PlanningLegalTaxAsset ManagementIndependent OversightOperational SupportComplianceGovernanceRisk Management

Aug 2023 - Present

Head Of Private Equity Middle Office

Geneva, Switzerland

Responsible for the creation of Schroders Private Equity Middle Office, Switzerland. Developed Schroders, Switzerland as the Groups centre of excellence for Private Assets.Responsible for the oversight, control and life cycle of Schroders Bank prior direct private investments, Co-investment offering, Execution-only offering and development of an.

Dec 2018 - Jun 2022

Head Of Business Risk Management, Geneva

Geneva, Switzerland

Responsible for Business Risk Management (Front Office) for Schroders, Geneva, Co-Author of Front office management controls, drafting policies and procedures. Retrospective assessment of client accounts in Geneva and Zurich to reacccept the business.Responsible for the design and implementation of Schroders annual client review, subject to client risk.

Jan 2017 - Nov 2018

Deputy Head Schroder Trust Sa

Geneva, Switzerland

Directed the closure of Schroders trust operations based in Geneva and the Cayman Islands.Managing the exit of trust clients to new service providers whilst managing the day to day management and administration of the Geneva office.

Jan 2015 - Dec 2016

Senior Trust Manager

Geneva, Switzerland

Day to day management and administration of UHNW clients originating from the Middle East and LATAM with assets in excess of $3b custodised with a Swiss private bank.

Apr 2013 - Dec 2014

Private Banking Executive

Geneva, Switzerland

Day to day management of 300 accounts for UHNW clients.

Jun 2011 - Mar 2013

Senior Trust Officer

Geneva, Switzerland

Day to day administration of approximately 80 Trusts and Companies inclusive for UHNW clients focusing on Property (assets in excess of £2b), Investments, Private Equity and Super Yachts for UHNW Clients.

Nov 2008 - May 2011

Senior Client Services Officer

Guernsey

Day to day management of approximately 90 companies specialising in holding yachts/Super Yachts for UHNW Clients. Notable Yachts: SY Phocea, MY Lionheart, MY Rio Rita and MY Alexander.

2005 - 2008 ~3 yrs

Senior Trust Administrator

Guernsey

Start up. Responsible for the infrastructure implementation of Confiance Limited. Thereafter, day to day administration of 100 property orientated entities for UHNW clients including large UK residential developers, UK investment properties and 100% financing for UK property developers.

2003 - 2005 ~2 yrs

Senior Relationship Manager

Guernsey

Day to day administration of approximately 100 companies specialising in UK real estate for a UHNW client.

Aug 2000 - Sep 2003

Trust And Company Administrator

Guernsey

Day to day administration of approximately 180 Trusts and Companies inclusive for UHNW clients.

Jan 1999 - Jul 2000

Audit Accountant

Bdo

Sydney, New South Wales, Australia

Worked as an Audit Accountant at BDO Nelson Parkhill and was involved in a feasibility report to assess the potential privatisation of the Australian Airports. This report was submitted to the Australian Government.

Jan 1998 - Dec 1998

Trainee Certified Accountant

Bdo

Guernsey

Preparation of Financial Statements and auditing of various Financial Institutions.Day to day administration of approximately 150 Trusts and Companies inclusive for UHNW clients.

Oct 1994 - Dec 1997
1 education record

Simon Beck education

FAQ

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What company does Simon Beck work for?

Simon Beck works for Beck Private Office.

What is Simon Beck's role at Beck Private Office?

Simon Beck is listed as Founder and Managing Director at Beck Private Office I Private Office for UHNW individuals and families I Switzerland I Committed to Excellence at Beck Private Office.

Where is Simon Beck based?

Simon Beck is based in Switzerland, Switzerland, Switzerland while working with Beck Private Office.

What companies has Simon Beck worked for?

Simon Beck has worked for Beck Private Office, Schroders, Rhone Trust And Fiduciary Services, Barclays Private Bank, and Sarnia Yachts.

How can I contact Simon Beck?

You can use AeroLeads to view verified contact signals for Simon Beck at Beck Private Office, including work email, phone, and LinkedIn data when available.

What schools did Simon Beck attend?

Simon Beck studied at Elizabeth College, Guernsey.

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