Profile
Mr. Simon O.
Warren is a Director & Portfolio Manager at Smith & Williamson Investment Management Ltd.
He joined R.
Nivison, the forerunner of NCL Investments, in 1978.
Following the merger of NCL Investments and Smith & Williamson, he became one of the Smith & Williamson's longest serving members of staff with experience of different markets.
After specialising in Far Eastern stock markets in the early 1980s, he moved to the UK institutional department, focusing on the UK equity market.
He concentrates on UK collective funds and is also a part of the UK Strategy team.
Mr. Warren graduated with a Bachelor of Science degree in Economics.
He is a Fellow of the Securities Institute.
Former positions of Simon O. Warren
Companies | Position | End |
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Evelyn Partners Investment Management LLP
Evelyn Partners Investment Management LLP Investment ManagersFinance Evelyn Partners Investment Management LLP (Evelyn Partners) is the investment management subsidiary of Evelyn Partners I M Ltd., which is owned by Platinum LP Guernsey Ltd. in Great Britain. The firm was founded in 1881 and formerly known as Smith & Williamson Investment Management LLP. They changed their name into Evelyn Partners Investment Management LLP when Tilney and Smith & Williamson brands merged into one in 2022. Headquartered in London, Evelyn Partners provides investment management, financial advisory and accountancy services to private clients, professional practices, mid- to large-sized corporations and non-profit organizations. | Portfolio Manager-Equities | 01/04/2013 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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Evelyn Partners Investment Management LLP
Evelyn Partners Investment Management LLP Investment ManagersFinance Evelyn Partners Investment Management LLP (Evelyn Partners) is the investment management subsidiary of Evelyn Partners I M Ltd., which is owned by Platinum LP Guernsey Ltd. in Great Britain. The firm was founded in 1881 and formerly known as Smith & Williamson Investment Management LLP. They changed their name into Evelyn Partners Investment Management LLP when Tilney and Smith & Williamson brands merged into one in 2022. Headquartered in London, Evelyn Partners provides investment management, financial advisory and accountancy services to private clients, professional practices, mid- to large-sized corporations and non-profit organizations. | Finance |
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