Simon Rees

Simon Rees Email and Phone Number

Consultant @ .
United Kingdom
Simon Rees's Location
London, England, United Kingdom, United Kingdom
Simon Rees's Contact Details

Simon Rees personal email

About Simon Rees

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.

Simon Rees's Current Company Details
.
Consultant
United Kingdom
Website:
farrer.co.uk
Employees:
545
Simon Rees Work Experience Details
  • .
    Consultant
    .
    United Kingdom
  • Farrer & Co
    Director Of Family Office Services
    Farrer & Co Jul 2017 - Present
    London, United Kingdom
    I 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.
  • Kleinwort Benson
    Head, Kleinwort Benson Trustees Ltd
    Kleinwort Benson May 2014 - Jan 2017
    London, United Kingdom
  • New Quadrant Partners Limited
    Director Of Trust Services
    New Quadrant Partners Limited Jun 2010 - May 2014
    London, United Kingdom
  • Payne Hicks Beach
    Trust And Tax Principal
    Payne Hicks Beach Mar 2009 - Jun 2010
    London, United Kingdom
  • Ansbacher Uk Group Limited
    Private Banker/Head Of Private Client Tax
    Ansbacher Uk Group Limited Jan 2006 - Jan 2009
    London, United Kingdom
  • Pricewaterhousecoopers
    Senior Tax Manager - Private Clients
    Pricewaterhousecoopers 1998 - Dec 2005
    Cambridge/London
  • Ernst & Young
    Senior Tax Manager - Private Clients
    Ernst & Young 1988 - 1998
    Cambridge, United Kingdom
  • Kpmg Peat Marwick
    Tax Manager- Private Clients
    Kpmg Peat Marwick 1982 - 1988
    London/Southampton/Guildford

Simon Rees Skills

High Net Worth Individuals Wealth Management Tax Trusts Tax Advisory Investments Inheritance Tax Planning International Tax Investment Management Asset Management Tax Law Trust Management Strategic Financial Planning New Business Development Private Banking Financial Structuring Private Clients Income Tax Wealth Management Services Corporate Governance Estate Tax Planning Financial Planning Family Office Fiduciary Trust Services Charities Trusteeship Wealth Preservation Planning Strategic Planning Charitable Trusts

Frequently Asked Questions about Simon Rees

What company does Simon Rees work for?

Simon Rees works for .

What is Simon Rees's role at the current company?

Simon Rees's current role is Consultant.

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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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