Tony Simao

Areas of Expertise:

Tony has over 20 years’ experience in the establishment and administration of bespoke structures for high-net-worth individuals, with a particular focus on UK resident non domiciled individuals, assisting clients create wealth from a diverse range of sectors including finance and real estate.  Latterly, Tony headed up a Managed Trust Company for a large Middle Eastern Bank, being the largest client within the Private Client/Family Office business, and sat on the Board of the regulated entity.

Responsibilities:

Tony works within the private client team administering a variety of wealth structuring vehicles and is currently responsible for the oversight of a team of private client administrators who manage a diverse range of assets for HNW and UHNW clients from around the globe.  Tony has specific expertise in dealing with UK resident, non-domiciled individuals and their structuring requirements and also has significant experience in dealing with UHNW wealth clients in the Middle East having previously headed up a Managed Trust Company for a large Middle Eastern Bank.

Qualifications & Memberships:

• Over 20 years’ experience all within the Family Office & Private Client Sphere
• Full member of STEP
• Honours Degree in Business Administration
• Certificate in Offshore Administration 

Notable Achievements:

Tony has headed up a Managed Trust Company for a large Middle Eastern Bank, being the largest client within the Private Client/Family Office business for a previous employer and sat on the Board of the regulated entity.