Simon has been active in the fund industry since 2005 and has gained extensive experience in a range of areas including private equity, hedge funds and middle office services. He is responsible for advising asset managers on the establishment and ongoing operation of both UCITS and non-UCITS funds and has experience in the preparation of Business Plans and Risk Management Process documents for UCITS funds and Programmes of Activity for AIFMD compliant funds.
Prior to joining KB Associates, Simon held senior positions in Northern Trust Hedge Fund Services where he was responsible for its Alternative Investments offering and its AIFMD reporting solution. Simon commenced his career in BNY Mellon in 2005.
Simon holds a BA in Business Studies and is a member of the Association of Chartered Certified Accountants. He also holds a Certificate in Mutual Funds from the Institute of Bankers.