Simon Garfield, CFA

Managing Director, Portfolio Advisory

Simon is a Managing Director on the Portfolio Advisory team and has over 17 years of experience in alternative investments. Simon is responsible for working with Aksia’s clients based in Europe, the Middle East and Australia on portfolio construction and manager selection, providing customized investment recommendations and regular portfolio updates across their alternative investment programs.

Prior to joining Aksia in 2016, Simon spent twelve years at HSBC. There, Simon held several roles in alternative investments research and portfolio management and most recently was Head of Portfolio Management at HSBC Alternative Investments Limited.

Simon graduated with first-class honours from the University of Oxford with a BA in Philosophy, Politics and Economics and holds an MSc in Comparative Politics from The London School of Economics. He is a CFA charterholder.

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