Simon Davies

Advisory Council

Simon has enjoyed a career spanning over 40 years in the asset management industry.

He spent 17 years as Chief Executive and Executive Chairman of Threadneedle Investments, where he was responsible for leading the firm in its transformation from small manager of in-house insurance assets to an international asset manager. During his time, he increased assets under management from £22bn to over £100bn.

Simon was a founder and Chairman of the Cofunds investment platform, which became one of the UK’s largest adviser platforms, and was taken over by Legal & General in 2013, then sold to Aegon in 2016. He has held numerous other Directorships within the financial services industry. Simon was a Non-Executive Director at adviser network Intrinsic, and subsequently a Non-Executive Director at Skandia / Old Mutual Wealth, where he chaired the remuneration committee. He was a Non-Executive Director at LCH Clearnet, the multi-asset class and multi-national clearing house owned by the London Stock Exchange Group. He also Chaired the Investment Management Association.

In 2013, Simon assisted the founders in setting up Square Mile, the investment, consulting and research company. He served as Chairman until their sale to Titan Wealth Holdings in 2023.

Simon has built up an extensive Venture Capital portfolio over the years and is an advocate of the value of VC within a diversified portfolio.

RISK WARNING

The investments and products that are referred to on this website and made available via the GrowthInvest platform are not suitable for everyone. They are generally higher risk and require a longer investment term. Many of the investments are in alternative and tax efficient products this involves additional risks, including illiquidity, lack of dividends, loss of investment and dilution. It should be done only as part of a diversified portfolio. There is no assurance that the investment objectives of any investment opportunity will be achieved or that the strategies and methods described herein will be successful. Please consult our full risk warning on our site for more information. Investments should only be made by investors who understand these risks.

Platform accounts are limited to investment professionals, such as financial advisers and wealth managers, and their advised clients, as well as individuals in the UK who must self-certify as Restricted Investors, Sophisticated Investors, High Net Worth Individuals, or Professional Investors before considering investment in any featured products.

EIS Platforms Limited (Trading as “GrowthInvest”), Sapphire Capital Partners LLP, and their affiliates do not offer financial, legal, or tax advice regarding investments. Prior to making any commitments, investors are strongly advised to seek independent financial guidance, especially if they have concerns about the suitability of an investment for their unique circumstances. It’s important to note that investments made may not be covered by the Financial Services Compensation Scheme (FSCS). For more information, please consult the FSCS website: https://www.fscs.org.uk.

While every effort is made to maintain the accuracy of the information on this website, we cannot guarantee its accuracy. The content reflects our understanding of current products and tax regulations, subject to potential changes in the future. This information is provided for general informational purposes only and should not be construed as an offer or solicitation to buy or sell securities, or as investment or tax advice. If you have any doubts about the suitability of the products for your situation, we recommend seeking financial or tax advice. EIS Platforms Limited and Sapphire Capital Partners LLP is not responsible for the content of external third party material featured on our website. The website is not directed at or intended for publication or distribution to any person (natural or legal) in any jurisdiction where doing so would result in contravention of any applicable laws or regulations.