Simon holds a degree in PPE (Politics, Philosophy and Economics) from St. Anne’s College, Oxford University. He is a CFA (Chartered Financial Analyst) level 3 candidate.

Simon carries out detailed fundamental and technical analysis of the Secure Wealth Management ETF portfolios. He also assists with quantitative risk management. He provides portfolio management ideas to SWM’s Managing Director, advising on ETF trade ideas and researching specific ETF products. Simon also liaises with our clients, execution partners and banking contacts around the world.