Simon Fraser

Simon Fraser

Investment Management
Edinburgh office

About me

I manage assets on behalf of private individuals, trusts, charities and personal pension schemes.

Specialisation

Investment Management

Background/Experience

After graduating from Edinburgh University, I joined the Edinburgh office of Greig Middleton, which later became Gerrard and then Barclays Wealth. I completed my Securities Institute Diploma whilst at Gerrard and joined Williams de Broë (now Investec) in April 2008.

Qualifications

I have a BSc, a Post Graduate Diploma and an MSc. I’m also a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI).

My interests

I’m an avid sportsman – I especially enjoy playing golf, tennis and running. However, my three young children largely prevent me from doing any of the above.

Get in touch

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice. 

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

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