Simon Fitzgerald

Simon leads our Non-Bank Financials Equity Research coverage, with coverage of Diversified Financials and Insurance. Prior to joining Jefferies in 2022, Simon spent 7 years at Evans and Partners. Simon also spent 15 years in funds management, where he worked as a Senior Analyst and Portfolio Manager for one Australia’s larger fund managers.

What I am Known For

• Detailed historical knowledge of the sector’s growth drivers, regulatory backdrop, headwinds and tailwinds having covered the sector through multiple cycles.
• Leverages Jefferies extensive global insurance research.
• With experience as a Portfolio Manager, Simon formulates his stocks call in the context of overall Portfolio Construction.

How I am Different

• In-depth pieces on trends in Wealth, Retirement, and Superannuation.
• Research on emerging trends managed accounts and financial advice.
• Evolving global trends in insurance, incorporating Jefferies Global Insurance Research

Corporate & Strategic Access

• ASIA Forum (2025),
• Asia-Wide in-person marketing
• Out of Cycle Corporate meetings and expert calls.