Simon Godfrey Email & Phone Number

Hong Kong

Hong Kong SAR

Founded in 2011, Privé is an award-winning technology solutions provider for asset and wealth management in Europe and Asia:-Establish the Advisory function, provide relevant and timely transformation advice in support of strategic change initiatives and drive the realisation of benefits-Leverage proven methodologies and tools to deploy client-centric.

Hong Kong SAR

Applying multi-decade expertise and growth mindset for:-Digital & Sustainable Transformation-Market and Industry studies for asset management in Asia-Strategic planning for business development-Investment content creation, pitch books and proposals-Narrative formation and storytelling-Investment due diligence and monitoring-Editing and copywriting services.

Hong Kong

Fintech startup in digital wealth management. Subject matter expert for all investment and product content for formulation of meaningful client journeys and investment solutions, promote financial inclusion and investment-led financial planning.

Hong Kong

• Product specialist and advisoryThe Investment Solutions division creates and maintains a shelf of innovative financial products and securities for professional or accredited investors:
• Lead the product advisory team, represent the Asia product advisory function and build credibility by working closely with relationship managers and clients
• Work with key stakeholders of the bank for the promotion of multi-asset class Investment Solutions
• Leverage regional investment resources to develop a best-in-class product offering including equities, bonds, funds, alternatives and structured products
• Enhancing the product governance function: chairing the Asia Product Committee and membership of committees on compliance and risk.

Hong Kong

• Creation of regional product marketing programs to position product capabilities underpinning strategic business development in the regional wholesale channel:
• Position product capabilities to enhance the perception of their key points of differentiation, with the aim of increasing brand equity. Integrated messaging across all methods of client delivery, including digital and.
• In partnership with distribution teams, provide high quality, incisive marketing collaterals to wholesale distributors in Asia, augmenting Fidelity’s competitive positioning in key markets and acquisition of market share
• Utilise feedback from client surveys, digital analytics and market research to effectively target client communications
• Organise communication around strategic product priorities and ensure standardisation of messages in all client-facing activities
• Member of APAC ex-Japan Marketing management team

Hong Kong

Arris Partners is a business consulting firm specialising in the asset management industry. We assist global and regional investment managers to expand/establish/improve their business in the Asia Pacific Region.

Investment Specialists link specific investment strategies with client investment needs, acting as a liaison between portfolio managers and customer relationship managers for the institutional and external distribution markets

Product Manager for Multimanagement capabilities managed by Invesco Continental Europe in Paris (approx. EUR 2bn). Fund analyst for European and Emerging Market strategies.

Creation and implementation of a fund manager selection process:Setting up a quantitative screening process, identifying the highest-quality managersAnalysing investment processes and portfolio structures, conducting fund manager interviewsConstructing and managing portfolios for clients across Europe, regular institutional reporting

Project Manager and Business Analyst for the implementation of CRM (customer relationship management) softwareInvestment writer in Market Information department, Country Sales (Germany), Operations

Certificate In Business Excellence, Global Banking Program

Caia Level Ii

Postgraduate Diploma, European Management

Activities and Societies: Graduate Training at Fleming Fund Management

Ba (Hons), Business In Europe

Education record

Activities and Societies: Rugby, Athletics

Education record