Simone Bilton

Simone Bilton

Associate Investment Director
Manchester

About me

My role includes working with a broad range of clients and their interests at different stages of their lives. This may include those who are in the wealth accumulation phase, or who have exited a business or due to retire

Increasingly our clients wish to pursue ESG (Environmental, Social, Governance) & Sustainable Investing which has become an area of keen personal interest and knowledge.

Furthermore, I provide discretionary fund management (DFM) services for a number of financial advisers across the North West and beyond.

Background/Experience

Since graduating, I pursued a career in Financial services. Prior to moving to Investec in 2018, I was a Private Client Manager at Brown Shipley.

Qualifications

I have an International Business degree from the University of Liverpool. I am a Chartered Fellow of the Chartered Institute for Securities and Investment (Chartered FCSI).

My interests

I love traveling and experiencing new cultures and cuisines! Whilst at home you will find me taking my Miniature Dachshund for walks or touring local coffee shops!

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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