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I focus on services for client families and, especially, family offices, with many of my clients coming from the Middle East. I bring to bear my experience in helping wealthy clients, their families, trusts and family offices from a variety of different angles. That experience enables me to coordinate and deliver what the client needs, whilst working together with other professionals and appreciating what they bring to the table. I have spent over 40 years looking after high net worth private clients and their families, working in Big 4 accountancy firms, law firms and private banking. Having specialised in private client tax for many years, I left PwC in 2005 initially to become Head of Private Client Tax at Ansbacher, where I also gained an investment management qualification. My work has since broadened, particularly in the areas of family trusts and family offices; I was one of the founding principals at New Quadrant Partners, looking after the firm’s trust management services, before becoming Head of UK Fiduciary at Kleinwort Hambros. I then joined Farrer & Co, with a very broad family office remit. My clients are multi-national, but many are from the Middle East, especially Saudi Arabia.I hold STEP and IMC qualifications. I take a particular interest in investment manager performance and selection (I was one of the judging panel for the Private Asset Managers (PAM) Awards for several years), as well as family governance and succession management.
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Consultant.United Kingdom
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Director Of Family Office ServicesFarrer & Co Jul 2017 - PresentLondon, United KingdomI focus on services for client families and, especially, family offices. My clients have a broad range of interests, both in the UK and internationally. They include a significant number of families in the Middle East (especially Saudi Arabia), their trusts, foundations and companies. Farrer & Co is synonymous with the highest quality advice and service. We advise individuals, families, businesses, financial services, educational and not-for-profit organisations, wherever the need arises. From our offices in London we work with trusted professionals around the world to deliver a seamless international service. -
Head, Kleinwort Benson Trustees LtdKleinwort Benson May 2014 - Jan 2017London, United Kingdom -
Director Of Trust ServicesNew Quadrant Partners Limited Jun 2010 - May 2014London, United Kingdom -
Trust And Tax PrincipalPayne Hicks Beach Mar 2009 - Jun 2010London, United Kingdom -
Private Banker/Head Of Private Client TaxAnsbacher Uk Group Limited Jan 2006 - Jan 2009London, United Kingdom -
Senior Tax Manager - Private ClientsPricewaterhousecoopers 1998 - Dec 2005Cambridge/London -
Senior Tax Manager - Private ClientsErnst & Young 1988 - 1998Cambridge, United Kingdom -
Tax Manager- Private ClientsKpmg Peat Marwick 1982 - 1988London/Southampton/Guildford
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Frequently Asked Questions about Simon Rees
What company does Simon Rees work for?
Simon Rees works for .
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Simon Rees's current role is Consultant.
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Simon Rees's email address is si****@****ail.com
What skills is Simon Rees known for?
Simon Rees has skills like High Net Worth Individuals, Wealth Management, Tax, Trusts, Tax Advisory, Investments, Inheritance Tax Planning, International Tax, Investment Management, Asset Management, Tax Law, Trust Management.
Who are Simon Rees's colleagues?
Simon Rees's colleagues are Gill Osborn, Oliver Blundell, Charlotte Morrison, Bird, Charlotte, Amy Penrose, Sarah Watson, Jesse Cowie.
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Simon Rees
London4live.com, switxboard.net, twobirds.com, argussoftware.com3 +141664XXXXX
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Simon Rees
Professor / Deputy Director (Academic Excellence) Durham Centre For Academic Development / Executive CoachDurham -
1mellalue.co.uk
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Simon Rees
Coventry3ftel.co.uk, uk.fujitsu.com, fujitsu.co.uk2 1 (408)XXXXXXXXX
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2nortonstraw.com, fnc.co.uk
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