Simon Beal

Spear’s Review

Simon Beal is a senior investment director at Westminster Asset Management. Having joined the company in 2021, Beal’s primary focus lies in fixed interest and credit portfolios, and he provides advice to numerous HNW clients including family offices, trusts and charities. The firm states that Beal successfully manages a number of high-value portfolios, including ‘a £500 million fixed interest fund’.

Given his decades of experience in the field and wealth of knowledge in regards to managing investments, Beal is equipped to advise readers on how to prepare for an unpredictable investment landscape. Indeed, Beal says: ‘[It’s about] getting your structure in place, your foundations in place and getting your diversification correct.’

Beal previously was a senior investment director at Brooks Macdonald, where he amassed a loyal pool of U/HNWs and fiduciaries.