Simon Tabb Email & Phone Number | I am entrusted to manage the financial needs of: high net-worth families, charities, trusts and companies. Portfolios are managed on a bespoke basis, tailored to each individual and their circumstances, with a wide range of asset classes and investments. In particular, I specialise in: > Bespoke investment management > Management of wealth on behalf of Adviser contacts (IFAs, Accountants and Solicitors) > Wealth preservation I am a Senior Investment Director working for Close Brothers Asset Management having previously spent 17 years with Investec managing the investments of clients both nationally and internationally. Prior to this I qualified as a Chartered Accountant whilst working for the British Coal Pension Scheme in Sheffield. I am keen to develop relationships with: > High Net Worth individuals and their Advisers > Business owners > Private clients looking for Wealth Management Away from the office I enjoy golf, cricket and devoting as much time as possible to our young twins.

Simon Tabb

I am entrusted to manage the financial needs of: high net-worth families, charities, trusts and comp...
Guildford, Guildford, United Kingdom

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Simon Tabb’s Location Guildford, Guildford, United Kingdom

Simon Tabb’s Current Industry Close Brothers Asset Management

Simon Tabb’s Prior Industry Investec Wealth And Investment | Coal Pension Trustees Services

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Senior Investment Director

2023-09-01 00:00:00 - Present

Senior Investment Director

2006-11-01 00:00:00 - 2023-08-01 00:00:00

Investment Officer

2004-07-01 00:00:00 - 2006-11-01 00:00:00

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Simon Tabb is a I am entrusted to manage the financial needs of: high net-worth families, charities, trusts and companies. Portfolios are managed on a bespoke basis, tailored to each individual and their circumstances, with a wide range of asset classes and investments. In particular, I specialise in: > Bespoke investment management > Management of wealth on behalf of Adviser contacts (IFAs, Accountants and Solicitors) > Wealth preservation I am a Senior Investment Director working for Close Brothers Asset Management having previously spent 17 years with Investec managing the investments of clients both nationally and internationally. Prior to this I qualified as a Chartered Accountant whilst working for the British Coal Pension Scheme in Sheffield. I am keen to develop relationships with: > High Net Worth individuals and their Advisers > Business owners > Private clients looking for Wealth Management Away from the office I enjoy golf, cricket and devoting as much time as possible to our young twins.

Simon Tabb has prior
experience in the following industries:
Investec Wealth And Investment | Coal Pension Trustees Services

Simon Tabb has the following professional experience:
Close Brothers Asset Management | Investec Wealth And Investment | Coal Pension Trustees Services