Wealth Manager - the site for professional investment managers

Register to get unlimited access to all of 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
Citywire TV
Citywire TV
Play Where A-rated Pattullo is finding the best bond opportunities

Where A-rated Pattullo is finding the best bond opportunities

Henderson Global Investors head of retail fixed income explains how he is managing his fund against the surprise current monetary policy divergence.

1 Comment Play Taxicab Tenner: Allianz Global Investors' AA-rated Simon Gergel

Taxicab Tenner: Allianz Global Investors' AA-rated Simon Gergel

Our much anticpated new series is here! We hand a black cab driver a tenner and grill the manager of the 125-year Merchants trust until the meter runs out.    

Play Europe bulls, a retail boost and why a little inequality can be a good thing

Europe bulls, a retail boost and why a little inequality can be a good thing

This week’s Investment Pulse looks at whether investors should be bullish on Europe, the surprise rise in UK retail sales and if a little inequality is a good thing.

Your Business: Cover Star Club

Profile: meet the duo at the heart of Hargreave Hale's succession plan

Profile: meet the duo at the heart of Hargreave Hale's succession plan

For the first time in the company's history a non-Hargreave is now at the head of the north west broker and asset manager

Wealth Manager on Twitter