Wealth Manager - the site for professional investment managers

Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Former Barclays investment manager launches wealth boutique

Former Barclays investment manager launches wealth boutique

Former Barclays investment manager Simon Alexander Legge has launched Shard Capital Partners, offering discretionary asset management for high net worth individuals and institutional investors.

The investment boutique, which will also offer equity and bond brokerage, was established by Legge, who formerly worked at Covalence Asset Management for three years as director.

Shard’s service for private clients comprises discretionary management, advisory management and execution-only.

For institutional clients, the firm says it trades most major markets, sectors and currencies.

In terms of intermediaries, Shard can structure, trade and hold a range of portfolio, funds, investments and services globally.

Shard has also opened with a European options desk, with options transacted on the months, quarters and years of the power
futures market.

Prior to working at Covalence and Shard, Legge was an investment manager at Barclays Wealth. He previously worked at Merrill Lynch as an investment consultant, and before this, was at UBS Wealth Management for a year.

The launch of Shard follows that of family office Mountstreet, headed by ex-Brooks Macdonald director James Keen, and Sorbus Partners, launched by Max Thowless-Reeves from UBS.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Citywire TV
Play Liontrust ESG head says sustainable investment doesn't mean low return

Liontrust ESG head says sustainable investment doesn't mean low return

Peter Michaelis talks about ethical investment growth and where he sees future opportunites.

Play Are platforms the biggest barrier to wealth manager ETF take-up?

Are platforms the biggest barrier to wealth manager ETF take-up?

Citywire hosted a roundtable discussion to find out how and if wealth managers are using ETFs in their clients' portfolios and the challenges they face trading through different platforms.

Play SVM's Veitch on what's next for banks

SVM's Veitch on what's next for banks

SVM fund manager Neil Veitch is finding value in what he describes as unstable financials and talks through his favourite small caps.

Read More
Your Business: Cover Star Club

Profile: UBS' robo boss on what his tween can teach the industry

Profile: UBS' robo boss on what his tween can teach the industry

Co-head of UBS SmartWealth Shane Williams explains the simple life lessons missed by the first wave of robo pioneers

Wealth Manager on Twitter