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 Kames' Ennett: Trump good for US high yield, but beware Europe

Kames' Ennett: Trump good for US high yield, but beware Europe

Kames Capital’s head of high yield David Ennett believes the changing political landscape will be a positive for the US, but negative for Europe in 2017.

Play Philip Milburn: why inflation won't run out of control

Philip Milburn: why inflation won't run out of control

Kames bond fund manager views inflation as more of 'scare' than a 'problem' and is positioning his portfolios accordingly.

Play Henderson's Lofthouse on merger boost and political risk

Henderson's Lofthouse on merger boost and political risk

Ben Lofthouse talks through where he is finding income and what surprises await the global economy in the new year.

Read More
Your Business: Cover Star Club

Profile: 'a lot of the hard work is done' says Charles Stanley

Profile: 'a lot of the hard work is done' says Charles Stanley

We’ve turned a corner, and there is positive momentum behind Charles Stanley says Charles Stanley's private client head

Wealth Manager on Twitter