Spear’s Review

James von Simson is a partner at Evelyn Partners, responsible for looking after multigenerational 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 also sits on the board of governors of the Society of Estate and Trust Practitioners and is the organisation’s deputy chair, meaning he is well equipped to offer his clients insight and expertise around trusts and estates and succession planning.