Mr James von Simson
TEP Chartered FCSI

Membership category: Full Member i

'TEP' status denotes full membership of STEP and is the top level of STEP membership. TEPs are fully qualified practitioners with proven qualifications and experience. They can use the letters 'TEP' after their name. TEPs must adhere to STEP's Code of Professional Conduct.

17th Floor
6 New Street Square
New Fetter Lane
United Kingdom

Practice Areas: Contentious trusts and estates, Cross-border estates, Estate planning/administration, Family business, Family office, Investment, Philanthropy, International client
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Banker / Wealth Management
STEP Qualifications:
STEP Certificate for Financial Services - Trusts and Estate Planning, STEP Diploma in International Trust Management, STEP Professional Postgraduate Diploma in Private Wealth Advising
STEP City of London
Council, City of London Branch Committee
Special Interest Groups:
Business Families | Contentious Trusts and Estates | Cross-Border Estates | International Client | Philanthropy Advisors

James is an Investment Director at Tilney where he is a manager of discretionary portfolios both on and offshore for private clients, trusts, foundations, companies, charities and pension funds. Having begun his career at Citigroup in 2005 as part of the Mergers & Acquisitions team in Frankfurt he joined Tilney in 2016 following the acquisition of Thurleigh Investment Managers where he was a Senior Portfolio Manager.

As well as a TEP, James is a Chartered Fellow of the Chartered Institute for Securities and Investment (Chartered FCSI). He has been listed in the Citywealth Leaders List for the last five years (2015-19) as well as the Future Leaders 100 list for the last four (2016-2019). He was awarded the Wealth Professional of the Year prize at the 2018 Magic Circle Awards and Investment Manager of the Year at the 2016 Citywealth Future Leaders Awards.

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