Simon Warren

Simon Warren was Head of Investments at Bupa for seven years with responsibility for £3.7bn of assets and £1.1bn of debt. Prior to that he was Deputy Treasurer and Head of Front Office trading where he was responsible for all transactional and FX hedging.

Simon is a Fellow of the Association of Certified Accountants and began his career at Bupa in 1987 as an accountant before moving over to the Treasury and Investment areas where he utilised his Technical Analysis and Charting skills to add value. Simon was Treasurer of the STA from 2003 to 2018 and was also a Director of the International Federation of Technical Analysts for three years where he was Chairman of the Finance Committee.

Simon currently invests his own portfolio using the Coppock Indicator as his primary investment indicator, while holding the positions of Non-Executive Director of Finance and Member of the Investment Committee at the Society of Technical Analysts (STA), as well-being the STA’s Marketing liaison to Universities, where he specialises in Behavioural Finance, Technical Analysis, Charting and Price Action seminars/lectures – several UK Universities have included his lectures/seminars into their Finance Degree programs. Currently, all Simon’s work with UK Universities is free of charge, so please contact the STA Office if you would like Simon to present a lecture/seminar at your University.

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