Simon Garfield, CFA

Senior Portfolio Advisor, EMEA

Simon is a Senior Portfolio Advisor in Aksia’s London office. He is responsible for working with the firm’s European, Middle Eastern and Australian clients on portfolio construction and manager selection, providing customized investment recommendations and regular portfolio updates across their alternative investment programs. He supports clients across a range of projects that involve all aspects of portfolio advisory, often acting as an extension of a client’s in-house team. Simon also liaises with teams internally on Aksia’s Platform Services, amongst other initiatives. Prior to joining Aksia in April 2016, Simon was Head of Portfolio Management at HSBC Alternative Investments Limited, where he worked with range of private and institutional clients and was responsible for HSBC’s funds of funds and their discretionary and advisory hedge fund mandates. Simon joined HSBC in 2003, initially in their investment banking graduate programme. He moved to the hedge fund team in 2005 and held several roles in research and portfolio management, before taking over as the portfolio manager for HSBC’s flagship fund (HSBC GH) in 2012 and as Head of Portfolio Management in 2014. Simon graduated from Oxford University with a first-class honours degree in Philosophy, Politics and Economics and received a M.Sc. in Comparative Politics from the London School of Economics. He is a CFA charterholder.

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