Simon Hodges serves as the Deputy Head of Portfolio Management at EFG Bank, where he leverages his extensive experience in investment management to oversee a diverse range of ultra-high-net-worth (UHNW) and high-net-worth (HNW) private client mandates. With a strong foundation in both private client investment...
Simon Hodges serves as the Deputy Head of Portfolio Management at EFG Bank, where he leverages his extensive experience in investment management to oversee a diverse range of ultra-high-net-worth (UHNW) and high-net-worth (HNW) private client mandates. With a strong foundation in both private client investment management and institutional asset management, Simon excels in multi-asset portfolio management, adeptly navigating the complexities of various asset classes to optimize client outcomes across the risk spectrum.
In his current role, Simon is responsible for running a Global Balanced Fund, where he employs a strategic approach to asset allocation and risk management. His expertise allows him to craft bespoke investment solutions tailored to the unique needs of his clients, ensuring that their portfolios are not only aligned with their financial goals but also resilient in the face of market volatility. Additionally, Simon provides technical investment support to private bankers, enhancing their ability to deliver informed and effective advice to clients.
Key projects under Simon's leadership include the development of innovative investment strategies that incorporate private equity and derivatives, as well as the implementation of robust risk management frameworks that safeguard client assets. His proficiency in wealth management and business strategy further positions him as a trusted advisor within the financial markets. With a keen eye for emerging trends and a commitment to delivering exceptional service, Simon Hodges continues to make significant contributions to EFG Bank's reputation as a leader in private banking and asset management.
