Simon’s professional career spans over 25 years in the private banking and investment banking industry. He has worked with major global investment banks including Goldman Sachs and Citibank in Australia and Singapore. Simon has worked both on the relationship management side and the markets side of the business and has a strong background in capital markets across all the major asset classes, including equities, fixed income, derivatives, FX and alternatives.
During his time at Goldman Sachs, he founded and ran the Markets Desk for Australasia. He selected and hired an extremely high caliber team and was instrumental in growing a significant revenue line from zero in a short space of time. While at Citi Private Bank he worked in the Ultra High Net Worth team as both an investment adviser and as a senior relationship manager.
Simon now spends his time consulting to UHNW individuals and trading options on his personal account. He is currently authoring his first book “Options Are Your Best Option: How to generate financial abundance in any market conditions”. Simon is also a certified Jeet Kune Do instructor and teaches private students in his spare time.
The latest articles from Simon Ree
Positioning the Wealth Management Machinery and Investment Engines for the Future A wide-ranging discussion took place during the second panel of the Hubbis Investment Solutions Forum, with an eclectic group of experts offering different opinions on the future of wealth management in terms of its future products, services, business model and profitability, including assessing the....