Simon Godfrey
About Simon Godfrey
Simon Godfrey serves as the Head of Advisory at Privé Technologies, where he focuses on providing strategic transformation advice in the wealth and asset management sectors. He has a diverse educational background and extensive experience in various leadership roles across prominent financial institutions.
Work at Privé Technologies
Simon Godfrey serves as the Head of Advisory at Privé Technologies, a position he has held since 2023. In this role, he provides strategic transformation advice to support change initiatives within the wealth and asset management sectors. He has established a thought leadership program that focuses on digitalisation and wealth management. Additionally, he utilizes proven methodologies to implement client-centric digitalisation strategies tailored for private banks, consumer banks, and insurers. His engagement with the financial and consultant community emphasizes discussions around digitalisation strategies in wealth management.
Education and Expertise
Simon Godfrey has a diverse educational background. He studied at Columbia Business School, where he completed the Global Banking Program and earned a Certificate in Business Excellence in 2022. He also holds a BA (Hons) in Business from The Manchester Metropolitan University, which he completed from 1991 to 1995. Additionally, he studied at the CAIA Association and achieved CAIA Level II in 2009. His foundational education includes attending Ampleforth College and Kings School Macclesfield.
Professional Background
Simon Godfrey has extensive experience in the financial services industry. Prior to his current role, he worked at Fidelity International as Director and Head of Product Marketing APAC ex-Japan for 11 months in 2015. He held the position of Head of Product Advisory at EFG Bank AG from 2018 to 2021. His earlier roles include serving as Head of Investment Specialists - Emerging Markets at BNP Paribas Asset Management from 2005 to 2013, and as Head of Product Management - Multimanagement at INVESCO A.M. from 2002 to 2005. He co-founded Arris Partners Limited, where he served as Director from 2013 to 2015.
Achievements in Wealth Management
Throughout his career, Simon Godfrey has made significant contributions to the wealth management sector. He has established a thought leadership program at Privé Technologies that emphasizes the importance of digitalisation in wealth management. His work involves engaging with the financial and consultant community to discuss and promote effective digitalisation strategies. Simon's expertise in implementing client-centric digitalisation strategies has positioned him as a key figure in supporting transformation initiatives within the industry.