Simon Luhr

Co-Founder & CEO

FinEx Group of Companies

London, UK

Alessandra Losito

Pictet Wealth Management

Duncan MacInnes

Ruffer LLP

Simon Luhr’s Biography

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Simon Luhr has extensive experience in investment banking and is Founder and CEO of the FinEx group of companies.

A distinguished entrepreneur with a talent for identifying new opportunities, Simon has built many successful businesses over his 35 year career. He is highly experienced at establishing and running companies on a global scale and leads FinEx as CEO, providing clients with a wide range of investment opportunities. FinEx has a proven track record of providing high returns for clients.

As Founding Partner and CEO of hedge funds SW1 Capital and Marble Bar Asset Management, Simon was responsible for all aspects of their management. He played a crucial role in business development, which resulted in the successful sale of both firms.

Simon was Managing Director of global financial services group, Nomura, where he was also a member of the international management, capital commitment and risk committees. During his time there he built and oversaw the securities lending, delta one swap and prime brokerage divisions globally.

In his earlier career Simon was head of Europe... Simon Luhr has extensive experience in investment banking and is Founder and CEO of the FinEx group of companies.

A distinguished entrepreneur with a talent for identifying new opportunities, Simon has built many successful businesses over his 35 year career. He is highly experienced at establishing and running companies on a global scale and leads FinEx as CEO, providing clients with a wide range of investment opportunities. FinEx has a proven track record of providing high returns for clients.

As Founding Partner and CEO of hedge funds SW1 Capital and Marble Bar Asset Management, Simon was responsible for all aspects of their management. He played a crucial role in business development, which resulted in the successful sale of both firms.

Simon was Managing Director of global financial services group, Nomura, where he was also a member of the international management, capital commitment and risk committees. During his time there he built and oversaw the securities lending, delta one swap and prime brokerage divisions globally.

In his earlier career Simon was head of Europe and member of the global management committee of MSServices. This division housed prime brokerage, equity finance, global custody and MSCI at Morgan Stanley. Simon co-founded the equity finance business and played a key role in developing Morgan Stanley’s prime brokerage operations, which became the largest of its kind in the world.

Simon was involved in establishing FundClear and successfully led its sale to Capco in 2006. He was a Partner at Execution Limited and Crosby Capital Partners and started his career at Citicorp Scrimgeour Vickers.

Simon is NED and investor at Asterisk Networks and MDX Technology Limited. He has invested in various companies including Privitar, Exogenesis Corp, Everything, Algarve Rocks and Track & Treat. He is a founding investor at LA-based software company, InvestCloud Inc., recently valued at over $1 billion. moreless

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Simon Luhr’s Background

FinEx Group of Companies

Co-Founder & CEO

Jan 2011 - Present

FinEx manages investment in private equity, hedge funds and exchange traded funds. ETFs are investment tools that help track the performance underlying financial indexes and commodities. With a highly skilled and diverse group of Partners, FinEx has a proven track record of providing high returns for clients.

SW1 Capital LLP

Managing Partner / Founding Partner & CEO

Apr 2008 - May 2011

SW1 Capital LLP is an investment firm based in London. It was founded by Simon and he was actively involved until its sale.

Crosby Capital Partners

Partner

2007 - 2008

Crosby Capital Partners provides investment banking and asset management services internationally and primarily trades out of Hong Kong.

ETF Exchange

Co-Founder

2008 - 2010

ETF Exchange provided a platform to launch ETF products. It was successfully sold to ETF Securities and became Go ETF Solutions LLP and is now part of Legal & General Investment Management.

FundClear

Founder

2004 - 2006

FundClear provided hedge funds with managed services. The company was established by Simon and successfully sold to Capco in 2006. This formed part of Capco’s goal to expand its consulting and managed services activities in the hedge fund sector. FundClear was integrated into their new division, Capco Hedge Fund Services (CHFS).

Execution Limited

Partner

2003 - 2004

London, UK

Execution Limited (now part of Haitong International (UK) Limited) is a brokerage firm founded in 2002 by Nick Finegold who previously served as Head of European Sales Trading at Deutsche Bank.

Marble Bar Asset Management LLP

Founding Partner & CEO

Jan 2001 - Apr 2004

London, UK

Marble Bar Asset Management LLP was a hedge fund that Simon co-founded and eventually successfully sold.

Nomura International

Managing Director

1992 - 1997

London, UK

Nomura Holdings is a Japanese financial holding company, and a principal member of the Nomura Group. The firm provides investment, financing and related services to clients globally with a focus on securities.

Morgan Stanley

Head of MSService Europe and Global Head of Equities Finance

Aug 1986 - Mar 1992

Morgan Stanley is an American based investment bank and financial services firm that was founded in 1931 in New York.

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Current Board Positions

Asterisk Networks

Non-Executive Director & Investor

Jan 2020 - Present

London, UK

Asterisk Networks facilitates peer to peer securities lending through their securities finance, fintech platform. The platform enables beneficial owners, banks and hedge funds to negotiate and log terms of global securities lending and repo transactions electronically.

MDX Technology Limited

Non-Executive Director & Investor

Sep 2017 - Present

London, UK

MDX Technology Limited provides market data solutions for the global trading community. MDX services over 25 of the world’s leading financial institutions with its innovative technology.

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Investments

InvestCloud, Inc.

Founding Investor

Apr 2010 - Present

West Hollywood, CA, USA

InvestCloud, Inc. develops leading digital financial technology solutions in the form of an extensive range of digital apps. In February 2021 InvestCloud completed a recapitalisation that valued the wealth platform at $1 billion.

Privitar

Investor

Feb 2016 - Present

London, UK

Privitar helps businesses realise the potential of data-driven insights to support the decision making process while also ensuring data protection. In April 2020 the firm completed an $80 million Series C funding round led by Warburg Pincus, a global private equity firm focused on growth investing.

Exogenesis Corporation

Investor

Feb 2012 - Present

Exogenesis Corporation develops nanoscale-level surface control and modification technologies that improve the performance of medical divides and enhance the application of optics, glass and substrates in the laser, memory and semiconductor sectors.

Everything

Founding Investor

London, UK

Everything is a UK-based fintech startup aiming to emulate the success of Premium Bonds. Users have the chance to win rewards and cash every time they save or spend money, with prizes being deposited directly into their accounts.

Algarve Rock Brewery

Investor

Faro, PT

Algarve Rock brews a range of quality craft beers on the outskirts of Faro in Portugal.

Test & Treat

Investor

Test & Treat Limited was set up in 2017 to develop and commercialise point of care tests for the speedy detection of urinary tract infections and subsequent antibiotic sensitivity analysis in veterinary and human clinical applications.

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