Simon Beal

Spear’s Review

Simon Beal is the senior investment director of Westminster Asset Management. Having joined the company in 2021, Beal’s primary focus lies in fixed interest and credit portfolios, and he provides advice to numerous HNW clients including family offices, trusts and charities. The firm states that Beal successfully manages a number of high-value portfolios, ‘most recently a £500 million fixed interest fund’.

Beal previously was a senior investment director at Brooks Macdonald, where he amassed a loyal pool of UHNWs and fiduciaries, of which several portfolios had been managed by Beal for over 20 years. He was also responsible for leading a team of Jersey-based investment managers and overseeing three fixed-interest funds. 

Given his decades of experience in the field and wealth of knowledge in regards to managing investments, Beal is equipped to advise readers on how to prepare for an unpredictable investment landscape: ‘[It’s about] getting your structure in place, your foundations in place and getting your diversification correct.’