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. ‘For some clients, I could be described as an overall wealth, business, family or strategy adviser,’ he said. ‘For others, I am effectively a pure portfolio manager only focused on the assets I look after.’

Personable and highly knowledgeable, von Simson is an approachable route into complex investment strategy, maintaining a research function on global equity funds alongside his client work.

He is very aware of the personal nature of wealth management and his responsibility: ‘Clients, of all levels of sophistication, are always vulnerable to poor advice.’