Simeon Willis

Director, Investment Advisory

KPMG in the UK

Simeon is Head of Investment Strategy providing forward thinking on journey planning and portfolio construction for clients across the KPMG team. He leads advice on a range of trustee and corporate clients covering all aspects of their investments including strategy, manager appointment and risk management. He is also experienced with using LDI to efficiently manage interest rate and inflation risk. His Trustee clients include Molson Coors, Barloworld, House of Fraser and CBI. Simeon is a regular contributor to the press including the FT, professional pensions and Financial News around matters relating to strategy and LDI. Most recently he has been responsible for originating and producing the KPMG LDI survey which has become a unique annual reference document for the industry.

Areas of expertise

Financial Services Investment Management

Education and qualifications

  • BSc in Economics from the University of Southampton

  • Chartered Financial Analyst (CFA)

Areas of Expertise

  • Risk Management

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