![Simon Moore](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Simon Moore
Direttore/Membro del Consiglio presso
ATHELNEY TRUST PLC
Patrimonio netto: 149 883 $ in data 31/07/2026
Profilo
Simon Martim Haines Moore is currently a Non-Executive Director at Athelney Trust Plc since 2019, a Non-Executive Director at African Enterprise International Ltd., a Member of CFA Institute since 2007, and a Member of CFA Society of the UK since 2001.
Former roles include Independent Non-Executive Director at Home REIT Plc, Research Analyst at Libertas Capital Securities Ltd. from 2008 to 2009, Senior Research Analyst at Evelyn Partners Investment Management Services Ltd. from 2011 to 2013, Investment Manager at Seven Investment Management LLP from 2016 to 2018, Head-Research at Tilney Bestinvest Group Ltd. from 2009 to 2016, and Consultant Senior Investment Analyst at EQ Investors Ltd. in 2019.
Education includes undergraduate studies at Imperial College London and graduate studies at Birkbeck University of London.
Partecipazioni note in società pubbliche
| Società | Data | Numero di azioni | Valutazione | Data di valutazione |
|---|---|---|---|---|
ATHELNEY TRUST PLC 3,13% | 31/12/2025 | 67.500 ( 3,13% ) | 149 883 $ | 31/07/2026 |
Posizioni attive di Simon Moore
| Società | Posizione | Inizio |
|---|---|---|
| ATHELNEY TRUST PLC | Direttore/Membro del Consiglio | 03/04/2019 |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals | Corporate Officer/Principal | 01/11/2007 |
CFA Society of the UK
 CFA Society of the UK Miscellaneous Commercial ServicesCommercial Services Operates as a association of investment professionals | Corporate Officer/Principal | 01/03/2001 |
African Enterprise International Ltd. | Direttore/Membro del Consiglio | - |
Precedenti posizioni note di Simon Moore
| Società | Posizione | Fine |
|---|---|---|
EQ Investors Ltd.
 EQ Investors Ltd. Investment ManagersFinance EQ Investors offers a range of investment strategies to suit different individuals, as well as model and bespoke approaches to suit portfolios of all sizes. The firm invests in companies that are aligned to the Sustainable Development Goals (SDGs) and/or are leaders in Environmental, Social, and Governance (ESG). They have an institutional diversified multi-asset, multi-manager approach to investing. EQ Investors combines strategic and tactical asset allocation with best-in-class manager selection. | Analyst-Equity | 01/12/2019 |
Seven Investment Management LLP
 Seven Investment Management LLP Investment ManagersFinance 7IM is an active, long-term manager which employs a core and overlay approach to construct portfolios. The firm follows a 3-stage approach, strategically allocating assets, making tactical changes within the tactical overlays in client portfolios and selecting managers and securities. The 7IM Investment Management team and Asset Allocation Committee meet regularly to discuss tactical asset allocation and make recommendations for portfolio changes. | Gestore di Portafoglio-Azioni | 31/12/2018 |
Tilney Bestinvest Group Ltd.
 Tilney Bestinvest Group Ltd. Investment ManagersFinance Operates as a holding company with interests in investment advisory and management services | Corporate Officer/Principal | 01/06/2016 |
Evelyn Partners Investment Management Services Ltd.
 Evelyn Partners Investment Management Services Ltd. Investment ManagersFinance Evelyn Partners IMS aims to preserve and grow their clients’ wealth over time. The firm’s investment philosophy has four key principles: preserve wealth, grow capital, they look at real returns, the importance of time. Their philosophy is supported by a disciplined and rigorous investment process that is consistent across the firm’s whole business, feeding into their discretionary and advisory client portfolios and their range of managed funds. | Analyst-Equity | 01/09/2013 |
Libertas Capital Securities Ltd.
 Libertas Capital Securities Ltd. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/01/2009 |
Formazione di Simon Moore
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
68
Relazioni di 1° grado
12
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 12 |
|---|---|
Athelney Trust Plc
 Athelney Trust Plc Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Imperial College London
 Imperial College London Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Libertas Capital Securities Ltd.
Libertas Capital Securities Ltd. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Evelyn Partners Investment Management Services Ltd.
Evelyn Partners Investment Management Services Ltd. Investment ManagersFinance Evelyn Partners IMS aims to preserve and grow their clients’ wealth over time. The firm’s investment philosophy has four key principles: preserve wealth, grow capital, they look at real returns, the importance of time. Their philosophy is supported by a disciplined and rigorous investment process that is consistent across the firm’s whole business, feeding into their discretionary and advisory client portfolios and their range of managed funds. | Finance |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals | Commercial Services |
Seven Investment Management LLP
Seven Investment Management LLP Investment ManagersFinance 7IM is an active, long-term manager which employs a core and overlay approach to construct portfolios. The firm follows a 3-stage approach, strategically allocating assets, making tactical changes within the tactical overlays in client portfolios and selecting managers and securities. The 7IM Investment Management team and Asset Allocation Committee meet regularly to discuss tactical asset allocation and make recommendations for portfolio changes. | Finance |
CFA Society of the UK
CFA Society of the UK Miscellaneous Commercial ServicesCommercial Services Operates as a association of investment professionals | Commercial Services |
African Enterprise International Ltd. | |
Birkbeck University of London
 Birkbeck University of London Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Tilney Bestinvest Group Ltd.
Tilney Bestinvest Group Ltd. Investment ManagersFinance Operates as a holding company with interests in investment advisory and management services | Finance |
EQ Investors Ltd.
EQ Investors Ltd. Investment ManagersFinance EQ Investors offers a range of investment strategies to suit different individuals, as well as model and bespoke approaches to suit portfolios of all sizes. The firm invests in companies that are aligned to the Sustainable Development Goals (SDGs) and/or are leaders in Environmental, Social, and Governance (ESG). They have an institutional diversified multi-asset, multi-manager approach to investing. EQ Investors combines strategic and tactical asset allocation with best-in-class manager selection. | Finance |
Home REIT Plc
 Home REIT Plc Investment Trusts/Mutual FundsMiscellaneous Operates as a real estate investment trust which invests in the provision of sheltered housing for homeless people | Miscellaneous |
