Professional Summary
Professional Overview
Simon Snelder is an accomplished Investment Manager and host of the popular podcast "Getting real with Simon" at Simon Says, a leading investment solutions provider. With extensive expertise in investment management and a passion for financial education, he plays a pivotal role in developing and delivering innovative investment strategies to clients.
Experience Summary
Current Roles
Investment Manager | Investment solutions, Simon Says (2013-Present)
- Responsible for managing and optimizing investment portfolios for high-net-worth individuals and institutional clients
- Develops and implements data-driven investment strategies to maximize returns while mitigating risk
- Conducts in-depth market research and analysis to identify emerging trends and opportunities
- Collaborates with cross-functional teams to enhance the firm's investment solutions and client experience
Host, "Getting real with Simon", Simon Says (2020-Present)
- Hosts a popular podcast that provides insightful discussions on investment strategies, market dynamics, and personal finance
- Leverages the platform to educate and engage with a wide audience, sharing valuable industry knowledge and practical financial advice
Lecturer & Speaker, Simon Says (2019-Present)
- Delivers engaging lectures and presentations on investment management, wealth planning, and financial literacy
- Shares expertise and industry insights at various conferences, seminars, and client events
Senior Investment Manager, SVN Capital (2022-Present)
- Oversees the management of investment portfolios for high-net-worth clients and institutional investors
- Collaborates with the investment team to develop and implement strategic asset allocation models
- Provides investment advisory services, including portfolio rebalancing, risk management, and performance monitoring
Career Progression
Prior to his current roles, Simon held positions as a Wealth Manager at Holborn Assets LLC, Financial Planning Manager at Capstone Insurance, and Senior Financial Consultant at Nasco Insurance Group. He also gained valuable experience as an Investment Advisor at Loyal Realty and a Business Development Manager at KINOP Nijmegen B.V.
Throughout his career, Simon has demonstrated a strong track record of delivering consistent investment returns, building long-term client relationships, and contributing to the growth and success of the organizations he has been a part of.
Academic Background
Simon holds a Master of Business Administration (MBA) and is a Certified Investment and Securities Intermediary (CISI) Level 4 Advanced Wealth Management professional.
Areas of Expertise
- Investment portfolio management and optimization
- Asset allocation and diversification strategies
- Financial market analysis and trend identification
- Investment risk management and mitigation
- Wealth planning and financial advisory services
- Financial education and client engagement
Professional Impact
- Developed and implemented investment strategies that have consistently outperformed industry benchmarks
- Spearheaded the launch of the "Getting real with Simon" podcast, which has become a popular resource for investors and financial enthusiasts
- Delivered impactful lectures and presentations that have enhanced financial literacy and empowered individuals to make informed investment decisions
- Collaborated with cross-functional teams to enhance the firm's investment solutions and client experience, resulting in increased client satisfaction and retention
Conclusion
With his extensive experience, strong financial acumen, and a commitment to continuous learning and innovation, Simon Snelder is poised to drive the success of investment solutions and positively impact the financial well-being of his clients and the broader investment community.
