Simon was instrumental in the establishment of the Investor Forum, taking on the role of founding Chair on a pro bono basis in 2014. Under his guidance, John Kay’s vision became reality. Simon was able to blend the very best of academic insight with the experience of market practitioners to build a new and important resource for investors.

His investment career encompassed roles in portfolio management, as CIO of Fidelity International, on the boards of listed UK companies and chairing a number of private companies and investment trusts. Simon was posthumously honoured with Citywire Investment Trust’s first Lifetime Achievement award, in recognition of his leadership, vision and personal contribution.

Simon brought a unique perspective on the importance of stewardship. His experience and his unparalleled reputation, founded on personal integrity and conviction in the value of constructive dialogue, combined to create an irresistible force for good.

During the “three men and an iPad” stage in the early days, Simon worked tirelessly to establish the Forum as a serious force. The work to establish a clear purpose provided a foundation which continues to serve us well. His input into engagements was always astute and valued, and he had a particular skill in delivering a difficult message with both charm and strength.

Most of all, Simon was a wonderful leader, mentor, and friend to all at the Forum, and we will greatly miss his good humour and wise counsel. His legacy is broad-based and the energy that he devoted to put stewardship at the heart of investment decision making defines the Investor Forum. The concept that he passionately believed in has proved its worth and become an institution; a living testimony to his city career with a commitment to a purpose that meant so much to him.