Have the short, sharp Spear's newsletter delivered to your inbox each week
Position

Partner

Index

HNW Wealth Managers

Location

London

Advice type

Family offices

Investment strategy

Offshore services

Philanthropy

Succession planning

Wealth preservation

Wealth structuring

Client type

Families

Family offices

HNW

Philanthropists

Trusts

Sector Focus

Financial Services

Wealth Management & Private Banking

Geographical focus

United Kingdom

James von Simson

Spear’s Review

James von Simson is a partner at Evelyn Partners, responsible for looking after multi-generational and multi-jurisdictional families. He is very aware of the personal nature of wealth management and his responsibility to clients. ‘My approach is to spend a lot of time understanding a family to try to work out what is right for them,’ he tells Spear’s.

Personable and highly knowledgeable, von Simson is an approachable route into complex investment strategy: in addition to advising clients on family governance, wealth preservation and philanthropy, he is a global equity funds research specialist at the firm.

Von Simson is also a member of the Society of Estate and Trust Practitioners and sits on the organisation’s board of governors, meaning he is well equipped to offer his clients insight and expertise around trusts and estates and succession planning.

Rank: Top Recommended

Top Recommended 2025, HNW Wealth Managers

Share on
Network Connections

Top Recommended

Article image

Alexander Bowden

Evelyn Partners

UHNW Wealth Managers

London

Top Recommended 2025
UHNW Wealth Managers

Top Recommended

Article image

Joss Dalrymple

Evelyn Partners

Accountants & Tax Advisers

London

Top Recommended 2024
Accountants & Tax Advisers

Top Recommended

Article image

Rebecca Davidson

Evelyn Partners

UHNW Wealth Managers

London

Top Recommended 2025
UHNW Wealth Managers

Top Recommended

Article image

Ben Glassman

Evelyn Partners

Divorce Consultancy & Support Services

London

Top Recommended 2024
Divorce Consultancy & Support Services

Top Recommended

Article image

Andrew Lockwood

Evelyn Partners

Accountants & Tax Advisers

Salisbury

Top Recommended 2024
Accountants & Tax Advisers

Top Recommended

Article image

Richard Stanwell

Evelyn Partners

HNW Wealth Managers

London

Top Recommended 2025
HNW Wealth Managers

Top Recommended

Article image

Toby Tallon

Evelyn Partners

Accountants & Tax Advisers

London

Top Recommended 2024
Accountants & Tax Advisers

Recommended

Article image

Ann-Marie Atkins

Evelyn Partners

Accountants & Tax Advisers

Manchester

Recommended 2024
Accountants & Tax Advisers

Recommended

Article image

Adam Smith

Evelyn Partners

Accountants & Tax Advisers

London

Recommended 2024
Accountants & Tax Advisers

Recommended

Article image

Oliver Morgan-Crosby

Evelyn Partners

Accountants & Tax Advisers

London

Recommended 2024
Accountants & Tax Advisers

Recommended

Article image

Simon Jennings

Evelyn Partners

Accountants & Tax Advisers

London

Recommended 2024
Accountants & Tax Advisers

Recommended

Article image

Chris Shepard

Evelyn Partners

Accountants & Tax Advisers

London

Recommended 2024

Recommended

Article image

Terry Shephard

Evelyn Partners

Accountants & Tax Advisers

Royal Tunbridge Wells

Recommended 2024
Accountants & Tax Advisers

Rising star

Article image

Joe Johnson

Evelyn Partners

Accountants & Tax Advisers

London

Rising star 2024
Accountants & Tax Advisers

Top 100

Article image

Paul Geddes

Evelyn Partners

Power List

London

Top 100 2024
Power List