Biography


Simon is resident in Cayman and an investment manager with global multi-asset class research and management experience including equity, credit, hedge funds, private equity and real estate funds.


He holds degrees in Economics from the London School of Economics and Banking and Finance from the University of Manchester.


Simon began his career on the buy-side, researching credit and collateralised debt, then equities at Barclays Capital, before joining ING as a sell-side equity analyst. He then moved into portfolio management in the Cayman Islands, first at Butterfield Bank and then at EFG Bank.


In 2013 Simon left EFG to set up an investment and wealth consultancy business for institutional and high net worth individuals and to serve as an independent director to funds.


Simon is a recent past president of the CFA Society Cayman Islands, the current President Council Representative for the CFA Institute representing Latin America and the Atlantic Islands and has completed the UK Investment Management Certificate and Registered Representative examination.


Simon Cawdery is A founder and a principal of HLX Management Ltd.


HLX Management Ltd. is established to provide a comprehensive range of corporate administration and independent director services to private and institutional clients in the Cayman Islands

Simon Cawdery, CFA

Tel:      + 1 345 926 8485

Email:  simon.cawdery@helixadvisory.com

            simon.cawdery@ipafgroup.com  

Skype: simon.cawdery