angle-left null Simon Surtees
Simon Surtees

Simon Surtees

Senior Investment Strategist

  • 3 Years with the firm
  • 27 Years of industry experience

Simon is a senior investment strategist. Based in London, Simon provides active fixed income portfolio specialist services, including investment counsel and performance analysis. He is also responsible for articulating portfolio positioning across our active 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 is a Fellow of the UK Institute of Chartered Accountants and has been an elected Trustee of an UK Occupational Pension Scheme. Simon holds a BA in Modern History, Politics & Economics from the University of Southampton.

Experience listed may include partial year periods.

Employee of affiliated entity.