Principal Advisor

Personal Manifesto

Working in asset and wealth management since the 1990s, I have seen trading floors, conference rooms, lecture halls, investment committees, manager on-sites, sales roadshows, boardrooms, risk committees and startups.

The attraction has always been the breadth and depth of the disciplines employed to manage money and advise well. The financial markets represent the raw dynamism of the entire global economy. Each day, a myriad of calculations change as new inputs are added to time series, models and economic data sets ; the work is never finished. 

After 30 years, I’m not yet done with it. I'm still reading, writing, learning. 

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 leadership to recognise that better outcomes are grounded in strong processes, performance orientation and correct alignment. As opposed to mere optimisation, that 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.