Simon Beck Email & Phone Number

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

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 administration-only offering.Member of Schroders Private Equity Transaction Committee and Private Equity Investment Committee.

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 profile.Responsible for full Corporate Client file review to ensure corporate veil was documented and evidenced.… Show more 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 profile.Responsible for full Corporate Client file review to ensure corporate veil was documented and evidenced. Active member of multiple steering committees. Show less

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.

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.

Geneva, Switzerland

Day to day management of 300 accounts for UHNW clients.

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.

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.

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.

Guernsey

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

Guernsey

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

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.

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.