Simon has over 30 years’ experience in investment banking having held senior executive positions at various top-tier institutions.
Simon joined Yamaichi International in London in the late 1970’s where, after spending some time in the back office he became the head convertible bond trader/market maker.
Subsequently he spent 15 years at Credit Suisse First Boston (CSFB) in London and in New York trading a variety of securities including fixed income, equities and derivatives. Simon spent 2 years in New York at First Boston Corp. Upon returning to London in 1985 he became the youngest Managing Director ever at CSFB in London where he developed CSFB's Asset Trading Group (ATG), an inhouse proprietary Group that ran a multi-$Billion investment book.
1n 1994 Simon moved to Nomura, where he was a Managing Director and European Board member, as well as a member of both the Risk Committee and the Credit Committee. During his time at Nomura, Simon initiated and built the Company’s Asset Investment Group, whose focus was to create specific product and strategy groups within it to invest in mis-priced and undervalued credit and equity exposures. During this period, Simon was also responsible for building Nomura's highly regarded International Markets Division, which was responsible for all the European capital market activity in equity, fixed income and derivatives including all primary origination outside Japan.
In 2000, he established his own business in the health and leisure sector in London called KX Private Members Club and subsequently bought into a Hong Kong-listed technology incubator, TechPacific Capital Ltd., as a senior partner. Among several other deals, TechPacific acquired Crosby Ltd., an established colonial brokerage business based in Hong Kong, which Simon and his partners transformed into a buy-out business focused predominantly on quoted companies in Asia whose value was largely intrinsic and was represented by hard assets or commodities. Whilst remaining an investor and senior board member of TechPacific, Simon was also the CEO of the Crosby Group which was listed in London.
In 2009, together with an ex-Nomura colleague, Simon set up a family office consolidator based in London where he managed both his own investments together with a small group of like-minded, independent, family offices investments. On moving to the USA in 2013, he maintained both a co-investment and an advisory role to various family funds and HNW individuals predominantly based in Europe. Simon is currently based in Los Angeles, California