Company
Position
Partner
Index
HNW Wealth Managers
Location
Jersey
Switzerland
Advice type
Investment strategy
Family offices
Philanthropy
Succession planning
Wealth preservation
Wealth structuring
Offshore services
Client Types
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
Top Recommended 2024, HNW Wealth Managers
Network Connections
Top 100
Paul Geddes
Evelyn Partners
Power List
London
Top 100 2024 Power List
Top Recommended
Rebecca Davidson
Evelyn Partners
UHNW Wealth Managers
London
Top Recommended 2024 UHNW Wealth Managers
Top Recommended
Andrew Lockwood
Evelyn Partners
Accountants & Tax Advisers
Salisbury
Top Recommended 2024 Accountants & Tax Advisers
Top Recommended
Ben Glassman
Evelyn Partners
Divorce Consultancy & Support Services
London
Top Recommended 2024 Divorce Consultancy & Support Services
Top Recommended
Alex Bowden
Evelyn Partners
UHNW Wealth Managers
London
Top Recommended 2024 UHNW Wealth Managers
Top Recommended
Toby Tallon
Evelyn Partners
Accountants & Tax Advisers
London
Top Recommended 2024 Accountants & Tax Advisers
Top Recommended
Joss Dalrymple
Evelyn Partners
Accountants & Tax Advisers
London
Top Recommended 2024 Accountants & Tax Advisers
Top Recommended
Richard Stanwell
Evelyn Partners
HNW Wealth Managers
Jersey
Top Recommended 2024 HNW Wealth Managers
Recommended
Ann-Marie Atkins
Evelyn Partners
Accountants & Tax Advisers
Manchester
Recommended 2024 Accountants & Tax Advisers
Recommended
Jodie Barwick-Bell
Evelyn Partners
Accountants & Tax Advisers
Leeds
Recommended 2024 Accountants & Tax Advisers
Recommended
Terry Shephard
Evelyn Partners
Accountants & Tax Advisers
Royal Tunbridge Wells
Recommended 2024 Accountants & Tax Advisers
Recommended
Chris Kenny
Evelyn Partners
HNW Wealth Managers
London
Recommended 2024 HNW Wealth Managers
Recommended
Adam Smith
Evelyn Partners
Accountants & Tax Advisers
London
Recommended 2024 Accountants & Tax Advisers
Recommended
Oliver Morgan-Crosby
Evelyn Partners
Accountants & Tax Advisers
London
Recommended 2024 Accountants & Tax Advisers
Recommended
Simon Jennings
Evelyn Partners
Accountants & Tax Advisers
London
Recommended 2024 Accountants & Tax Advisers
Recommended
Chris Shepard
Evelyn Partners
Accountants & Tax Advisers
London
Rising star
Joe Johnson
Evelyn Partners
Accountants & Tax Advisers
London
Rising star 2024 Accountants & Tax Advisers
© Spear’s 500. All rights reserved.
