Simon Clark FCSI

Head of Family Office

As Head of Family Office, Simon's role includes developing the services to support our clients and to represent BW on all family wealth related matters.

Simon is an experienced financial services practitioner with over 25 years of involvement with family offices, asset management and banking. 

His main area of expertise includes all matters concerning individual and family wealth. 

Simon has worked with a number of families globally, assisting them with their investment requirements from conventional asset management, through to project finance and corporate finance.

He joined BW in 2023 to lead our dedicated team in delivering a clear, long-term, bespoke and integrated family office investment service that allows our clients to make decisions in an informed and timely manner.

Significant experience:

  • Over 25 years of involvement with family offices, asset management and banking.
  • 10 years exclusively advising family offices, including three years as a CIO and CEO of a family office.

Other expertise:

  • Set up and ran a trade finance bank in Abu Dhabi.
  • Organised a $50m debt refinance of a family's assets.
  • Was a non-executive director on a fintech startup.
  • Institutional asset management.
  • Chief investment officer. 
  • Worked as a stockbroker in the City of London.


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