Simon Wilford began his career in the financial industry in the mid-1980s as a country stock and options broker for Wilshere Baldwin & Co. in the UK which later became part of London merchant bank Brown Shipley. Before moving to the USA and joining the Merrill Lynch Wealth Management Honolulu office in 2001 he worked for several years in Hong Kong and Japan as a money broker specializing in equity OTC derivatives and interest rate swaps and options for two of the world’s leading IDB firms, where he was manager of the desks. As First Vice President, Wealth Management Advisor and Portfolio Manager at Merrill, Simon assists High Net Worth clients achieve an appropriate investment structure, and helps achieve goals through investment in multiple asset classes. Simon focuses on Alternative Investments including Private Equity.  As a Portfolio Manager, Simon can help clients pursue their objectives by managing on a discretionary basis his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.


Simon was educated at Stoneygate, and Uppingham in England where he was House Captain and School Praeposter. He competed in rugby, field hockey and track & field in which the team completed an unbeaten senior year season. He was a two-time Victor Ludorum champion in athletics. Having lived in Europe, Asia and the Americas, he currently lives with his wife Lisa, their two daughters Kianna and Lauren, and two dogs in Honolulu, Hawaii.


*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.