2021 -
now Investment Director at Westminster Asset Management @
2017 -
2021 Senior Investment Director @
2014 -
2017 Investment Team Director @
2007 -
2014 Investment Manager @ DPZ Capital Limited
2004 -
2007 Investment Manager @
2004 -
2007 Portfolio Manager @
1992 -
2002 Private Clients Manager @ Newton International Investment Management
1986 -
1987 Dealer @ Hoare Govett
Simon Beal Education
Chartered Institute for Securities & Investment
FCSI
Chartered Institute for Securities & Investment
Simon Beal Skills
Asset Allocation
Hedge Funds
Wealth Management Services
Investments
High Net Worth Individuals
Corporate Finance
Wealth Management
Portfolio Management
Equities
Asset Management
Fixed Income
Investment Advisory
Pensions
Alternative Investments
Derivatives
Structured Products
Private Equity
FX Options
Mutual Funds
Private Banking
Investment Management
Investment Strategies
Bonds
Fund Of Funds
Wealth
Emerging Markets
Customer Service
Sales
High Net Worth
Management
Simon Beal Summary
Simon Beal, based in United Kingdom, is currently a Investment Director at Westminster Asset Management at Westminster Asset Management. Simon Beal brings experience from previous roles at Brooks Macdonald, DPZ Capital Limited and HSBC Investments. Simon Beal holds a FCSI @ Chartered Institute for Securities & Investment. With a robust skill set that includes Asset Allocation, Hedge Funds, Wealth Management Services, Investments, High Net Worth Individuals and more. Simon Beal has 1 emails and 2 mobile phone numbers on RocketReach.
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