Simon Bird in

Simon Bird

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Director Wealth Management at Synergy Financial Advisers Pte Ltd
📍 Singapore

Simon Bird is a Director of Wealth Management at Synergy Financial Advisers, bringing over 20 years of senior management experience from global financial firms. He specializes in wealth advisory and financial planning for international individuals and corporations across Asia, the Middle East, and Europe, with a focus on long-term goal achievement.

Having lived and worked extensively abroad, Simon possesses a strong international perspective. His background includes attending Millfield School, which is well-regarded for its sporting excellence. He stays current with global markets by following publications like the Financial Times.

He has specific expertise in navigating the complex challenges that can impact UK pensions for expatriates.

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Experience
24 Years
Current Role
Director Wealth Management
Job Level
Mid-senior
Location
Singapore
Personality Overview

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Communication Style
Decision Approach
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Priorities

Topics Simon cares about

Expat Wealth Management
Specializes in providing wealth advisory, investment, and protection solutions for international individuals, particularly those living and working in Asia and the Middle East.
Corporate Financial Planning
Advises corporations on all aspects of financial planning, leveraging his experience as Head of Corporate Sales at Zurich Insurance and other senior roles.
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Career

Work history

2-2022
Director Wealth Management
Synergy Financial Advisers Pte Ltd
1-2021 - 2-2022
Senior Vice President Wealth Management
Linc Private Solutions Pte Ltd
11-2009 - 1-2021
Senior Vice President - Wealth Management
AAM Advisory Pte, Ltd.
9-2008 - 11-2009
CEO Singapore
Globaleye
1-2001 - 10-2008
Head of Corporate Sales
Zurich Insurance Company Ltd
In the press

Media appearances

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Education
1983 - 1986
Education details unavailable
Millfield School
1978 - 1984
Education details unavailable
St.Bees School
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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