Simon Masters

Simon Masters has a diverse work experience in the financial industry. Simon currently holds the position of Institutional Sales Executive at Western Asset Management since 2022. Prior to this, they worked at Columbia Threadneedle Investments EMEA APAC from 2015 to 2021, where they served as Director, Global Banks, responsible for strategic relationships and senior management engagement across EMEA, APAC, and the US. Simon also held the role of Discretionary Sales Manager - London, focusing on distribution and sales marketing of regulated funds and private market capabilities.

Before joining Columbia Threadneedle, Simon was associated with MFS Investment Management from 2009 to 2015. Simon held the positions of Associate Director - UK Wholesale, where they distributed UCITS regulated funds and sub-advised strategies to key cross-border accounts, and Senior Sales Representative - International, focusing on the distribution of UCITS regulated funds and capabilities to the wholesale buyers market across multiple countries.

Prior to MFS Investment Management, Simon worked at Colonial First State from 2006 to 2008 as a Business Development Manager, managing the distribution of pooled funds and platform products to Wealth Management firms in Queensland, Australia. Simon started their career at Commonwealth Bank of Australia, where they served as a Senior Financial Planner from 2000 to 2006, providing financial planning strategies and building client relationships.

Overall, Simon Masters has extensive experience in sales, distribution, and relationship management in the financial industry, with a focus on institutional and cross-border clients.

Simon Masters has completed the following education programs:

- Investment Management Certificate (IMC) from the CFA Society of UK.

- Bachelor of Commerce (B.Com.) with a focus on Commercial Law from Curtin University.

- Grad. Diploma of Applied Finance and Investment with a specialization in Securities analysis and Portfolio Management from FINSIA (formerly Australian Securities Institute).

- Diploma in Financial Planning from Deakin University.

- Certificate in Business Administration and Management from The London School of Economics and Political Science (LSE) in 2018.

- Certificate in Business Sustainability Management from the University of Cambridge in 2021.