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Simon GODFREY - Founder
Track record of developing investment solutions for institutions, wholesale and private client channels.
Portfolio management/analyst (funds of funds), Product Manager and Investment Advisory Specialist in Asset Management and Private Banking.
CAIA charter holder, CEFA (SFAF) accreditation and Certificate in ESG Investing from CFA Society, UK.
Global Banking Certificate from Columbia Business School in New York (Digital - Fintech - Analytics).
Thought leader, presenter and panelist in industry seminars and on broadcast/online media.
Manifesto
Value Minds was born from a perception that despite great change in the industry, some things remain constant. Advisory and commercial relationships should never be compromised by poor quality recommendations, misalignment of risk or a lack of transparency.
Many financial institutions, small and large, wish to deeply transform, as do their clients. It takes purposeful leadership to recognise that better outcomes are grounded in robust processes, performance orientation and equitable alignment. As opposed to mere optimisation, this means creating a data-rich environment where clients and institutions can prosper, make excellent investment choices and build long-term relationships.
If this resonates, reach out to simon@valueminds.net.
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