![Simon Moore](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Simon Moore
Director/Board Member at
ATHELNEY TRUST PLC
Net worth: 150 128 $ as of 31/05/2026
Profile
Simon Martim Haines Moore currently works at Athelney Trust Plc, as Non-Executive Director from 2019, African Enterprise International Ltd., as Non-Executive Director, CFA Institute, as Member from 2007, and CFA Society of the UK, as Member from 2001.
Mr. Moore also formerly worked at Home REIT Plc, as Independent Non-Executive Director, Libertas Capital Securities Ltd., as Research Analyst from 2008 to 2009, Evelyn Partners Investment Management Services Ltd., as Senior Research Analyst from 2011 to 2013, Seven Investment Management LLP, as Investment Manager from 2016 to 2018, Tilney Bestinvest Group Ltd., as Head-Research from 2009 to 2016, and EQ Investors Ltd., as Consultant Senior Investment Analyst in 2019.
Mr. Moore received his graduate degree from Birkbeck University of London.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
ATHELNEY TRUST PLC 3.13% | 31/12/2024 | 67,500 ( 3.13% ) | 150 128 $ | 31/05/2026 |
Simon Moore active positions
| Companies | Position | Start |
|---|---|---|
| ATHELNEY TRUST PLC | Director/Board Member | - |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals | Corporate Officer/Principal | 01/11/2007 |
CFA Society of the UK
 CFA Society of the UK Miscellaneous Commercial ServicesCommercial Services Operates as a association of investment professionals | Corporate Officer/Principal | 01/03/2001 |
African Enterprise International Ltd. | Director/Board Member | - |
Former positions of Simon Moore
| Companies | Position | End |
|---|---|---|
EQ Investors Ltd.
 EQ Investors Ltd. Investment ManagersFinance EQ Investors offers a range of investment strategies to suit different individuals, as well as model and bespoke approaches to suit portfolios of all sizes. The firm invests in companies that are aligned to the Sustainable Development Goals (SDGs) and/or are leaders in Environmental, Social, and Governance (ESG). They have an institutional diversified multi-asset, multi-manager approach to investing. EQ Investors combines strategic and tactical asset allocation with best-in-class manager selection. | Analyst-Equity | 01/12/2019 |
Seven Investment Management LLP
 Seven Investment Management LLP Investment ManagersFinance 7IM is an active, long-term manager which employs a core and overlay approach to construct portfolios. The firm follows a 3-stage approach, strategically allocating assets, making tactical changes within the tactical overlays in client portfolios and selecting managers and securities. The 7IM Investment Management team and Asset Allocation Committee meet regularly to discuss tactical asset allocation and make recommendations for portfolio changes. | Portfolio Manager-Equities | 31/12/2018 |
Tilney Bestinvest Group Ltd.
 Tilney Bestinvest Group Ltd. Investment ManagersFinance Operates as a holding company with interests in investment advisory and management services | Corporate Officer/Principal | 01/06/2016 |
Evelyn Partners Investment Management Services Ltd.
 Evelyn Partners Investment Management Services Ltd. Investment ManagersFinance Evelyn Partners IMS aims to preserve and grow their clients’ wealth over time. The firm’s investment philosophy has four key principles: preserve wealth, grow capital, they look at real returns, the importance of time. Their philosophy is supported by a disciplined and rigorous investment process that is consistent across the firm’s whole business, feeding into their discretionary and advisory client portfolios and their range of managed funds. | Analyst-Equity | 01/09/2013 |
Libertas Capital Securities Ltd.
 Libertas Capital Securities Ltd. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/01/2009 |
Training of Simon Moore
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
73
1st degree connections
12
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 12 |
|---|---|
Athelney Trust Plc
 Athelney Trust Plc Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Imperial College London
 Imperial College London Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Libertas Capital Securities Ltd.
Libertas Capital Securities Ltd. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Evelyn Partners Investment Management Services Ltd.
Evelyn Partners Investment Management Services Ltd. Investment ManagersFinance Evelyn Partners IMS aims to preserve and grow their clients’ wealth over time. The firm’s investment philosophy has four key principles: preserve wealth, grow capital, they look at real returns, the importance of time. Their philosophy is supported by a disciplined and rigorous investment process that is consistent across the firm’s whole business, feeding into their discretionary and advisory client portfolios and their range of managed funds. | Finance |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals | Commercial Services |
Seven Investment Management LLP
Seven Investment Management LLP Investment ManagersFinance 7IM is an active, long-term manager which employs a core and overlay approach to construct portfolios. The firm follows a 3-stage approach, strategically allocating assets, making tactical changes within the tactical overlays in client portfolios and selecting managers and securities. The 7IM Investment Management team and Asset Allocation Committee meet regularly to discuss tactical asset allocation and make recommendations for portfolio changes. | Finance |
CFA Society of the UK
CFA Society of the UK Miscellaneous Commercial ServicesCommercial Services Operates as a association of investment professionals | Commercial Services |
African Enterprise International Ltd. | |
Birkbeck University of London
 Birkbeck University of London Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Tilney Bestinvest Group Ltd.
Tilney Bestinvest Group Ltd. Investment ManagersFinance Operates as a holding company with interests in investment advisory and management services | Finance |
EQ Investors Ltd.
EQ Investors Ltd. Investment ManagersFinance EQ Investors offers a range of investment strategies to suit different individuals, as well as model and bespoke approaches to suit portfolios of all sizes. The firm invests in companies that are aligned to the Sustainable Development Goals (SDGs) and/or are leaders in Environmental, Social, and Governance (ESG). They have an institutional diversified multi-asset, multi-manager approach to investing. EQ Investors combines strategic and tactical asset allocation with best-in-class manager selection. | Finance |
Home REIT Plc
 Home REIT Plc Investment Trusts/Mutual FundsMiscellaneous Operates as a real estate investment trust which invests in the provision of sheltered housing for homeless people | Miscellaneous |
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