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 On the Road Challenge: Clay pigeon shooting with Thesis' Lansdowne

On the Road Challenge: Clay pigeon shooting with Thesis' Lansdowne

Eleanor Mahmoud goes clay shooting at the National Clay Shooting Centre with Sam Lansdowne from Thesis Asset Management

Play AA-rated Flood on gov't bonds: 'the maths doesn't add up'

AA-rated Flood on gov't bonds: 'the maths doesn't add up'

He also addresses why his Newton Multi-Asset Income fund has such a high cash weighting and why he sees renewables as such a good opportunity.

Play AAA-rated Ali: Identifying the peripheral European plays

AAA-rated Ali: Identifying the peripheral European plays

Citywire AAA-rated Tawhid Ali thinks that plenty of good stocks in the European periphery are being thrown out with the proverbial bath water.

Read More
Your Business: Cover Star Club

Profile: Brewin's Cardiff boss on the Welsh opportunity

Profile: Brewin's Cardiff boss on the Welsh opportunity

Prior to becoming head of Brewin Dolphin Cardiff, Welshman David Myrddin-Evans had only previously visited the city to watch the rugby.

Wealth Manager on Twitter