Simon Dale

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Head of Retail

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Simon’s desire to be a fitness enthusiast is sensibly balanced with a love of more leisurely pursuits including food, drink and film. Simon has more than 20 years’ experience in the retail financial services industry, beginning with client-focused roles at Prudential Property Services and then Schroders. In 1996, Simon joined GT Global / LGT Asset Management and remained with the company (which changed through acquisition to Invesco and then Invesco Perpetual) for almost seventeen years. Simon progressed through a variety of sales roles to his final position as UK sales manager, working in close partnership with Woodford Investment Management’s Chief Executive Officer, Craig Newman, throughout much of this period. Simon left Invesco Perpetual to take on a new challenge as Head of European Business Development at Matthews Asia. In 2014, the opportunity to work closely with many of his former Invesco Perpetual colleagues proved too tempting and he joined Woodford Investment Management as Head of Retail, excited by the opportunity to help transform the industry, building a different type of fund management company and stronger, more engaged client relationships.

Supporting Partners

Simon Dale 4 June 2014 2 min read

Platforms offer investors an increasingly popular and simple way of accessing and managing their investments and we have linked up with a number that will offer the fund.

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