null Simon Surtees
Simon Surtees

Simon Surtees

Senior Investment Strategist

  • 5 Years with the firm
  • 29 Years of industry experience

Simon is a senior investment strategist at Mellon Investments (UK) Limited, an affiliated entity, and an associated person of the firm. Simon provides fixed income portfolio specialist services, including investment counsel and performance analysis. He is also responsible for articulating portfolio positioning across our fixed income investment strategies for our clients and prospects in the EMEA and APAC regions.

Before rejoining the firm in his current role, Simon was at Societe Generale Corporate & Investment Bank as a managing director and head of credit research. Previously at Mellon, he was a portfolio manager with the Global Fixed Income strategy. Prior to that, he was with Gartmore Investment Management Limited where he became the head of credit and senior portfolio manager. He was also a managing director of Bear Stearns' European credit research team. Simon has been in the investment industry since 1992.

Simon holds a BA in modern history, politics & economics from the University of Southampton and is a Fellow of the UK Institute of Chartered Accountants.

Experience listed may include partial year periods.

Employee of affiliated entity.