Simon joined IAM in 2003 and has been a member of the Board of Directors since 2016. As well as heading up a number of key client portfolio relationships, he is a permanent member of the investment committee and is responsible for fixed income, private equity, and foreign exchange research. Simon is also the company’s MLRO. Prior to joining IAM, he worked for Credit Suisse in Guernsey on the money market and foreign exchange desks. Simon is a Fellow and a Chartered Wealth Manager of the Chartered Institute for Securities and Investment and has over 20 years of experience in the investment markets.