Area of expertise

  • 20 years’ experience in the establishment and administration of bespoke structures for high-net-worth individuals
  • A focus on UK resident non-domiciled individuals
  • Assisting clients to create wealth from a diverse range of sectors
  • Headed up, Managed Trust Company for a large Middle Eastern Bank.

Responsibilities

Tony works within the Private Client services team administering a variety of wealth structuring vehicles and is currently responsible for the oversight of a team 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 clients in the Middle East.

Qualifications and memberships

  • More than 20 years’ experience within the family office and private client space
  • 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

Articles by Tony Simao