Profile
Mr. Simon A. Harvey is a Partner at MHA Wealth Ltd. and a Secretary & Director at MHA Caves Investment Management Ltd. He is on the Board of Directors at MHA Wealth Ltd. and MHA Caves Investment Management Ltd. He joined the firm in 1996 as a Stockbroker and was part of a management buyout in 2003, which led to a transformation of the business into a full-service wealth management firm.
A director of the business for over 20 years, he was appointed as Chief Executive in 2015.
Simon Anthony Harvey active positions
| Companies | Position | Start |
|---|---|---|
MHA Caves Wealth Ltd.
MHA Caves Wealth Ltd. Investment ManagersFinance MHA Wealth suggests a comprehensive wealth management strategy tailored to the client’s specific risk tolerances and investment objectives. The firm uses their comprehensive portfolio construction and investment management selection process to determine and build a portfolio designed to suit client’s individual requirements. | Chief Executive Officer | 01/01/2019 |
MHA Caves Investment Management Ltd.
MHA Caves Investment Management Ltd. Investment ManagersFinance Operates as an investment management company | Director/Board Member | 01/04/2011 |
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Listed companies
Private companies
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1st degree connections
1st degree companies
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Linked companies
| Private companies | 2 |
|---|---|
MHA Caves Wealth Ltd.
MHA Caves Wealth Ltd. Investment ManagersFinance MHA Wealth suggests a comprehensive wealth management strategy tailored to the client’s specific risk tolerances and investment objectives. The firm uses their comprehensive portfolio construction and investment management selection process to determine and build a portfolio designed to suit client’s individual requirements. | Finance |
MHA Caves Investment Management Ltd.
MHA Caves Investment Management Ltd. Investment ManagersFinance Operates as an investment management company | Finance |
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