Simon Nally

Simon Nally serves as the Head of Business Control and Head of Asset Management Transitions at Phoenix Group since September 2022. Previously, Nally held roles including Middle Office Specialist at ReAssure and Head of Unquoted Middle Office/Head of Fund Operations at Octopus Investments. Nally's extensive experience spans various operations and middle-office functions, beginning as an Operations Clerk at Smith New Court. Notable contributions include oversight of product governance at Octopus Investments, implementation of operational procedures at Goldbridge Capital Partners, and management of a team at Autonomy Capital that supported a significant increase in assets under management. Nally's background also includes significant roles at Bank of America/Merryl Lynch and Lehman Brothers, focused on project management and middle office operations. Educational qualifications are from Chelmsford College of Further Education and Hylands School in Essex.