Company
Position
Partner
Index
HNW Wealth Managers
Location
Jersey
Advice type
Investment strategy
Family offices
Philanthropy
Succession planning
Wealth preservation
Wealth structuring
Offshore services
Client type
Families
Family offices
Philanthropists
Trusts
UHNW
Sector Focus
Financial Services
Wealth Management & Private Banking
Customer type
Wealth adviser
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.’
Rank: Top Recommended
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