Sim works within the sales and marketing department and specialises in business development and client service with a focus on wealth management, wrap platforms and the model portfolio service. Sim takes an enthusiastic approach to the business development for PK Wealth and the broader PK Group product offering.
Sim has 16 years’ experience in financial services, business development, client service and investment research. His first financial services role was at Citi in New York and more recently he worked as an investment analyst and relationship manager for a boutique wealth management firm. Prior to joining PK Group Sim ran his own marketing firm working with UK institutional and intermediary investors.
Sim is a keen runner with three marathons under his belt but spends most of his spare time running after his two young children.