“I feel privileged working for charities and helping them to navigate the financial world. To see the impact of your investment decisions and the benefit to charities in terms of their spending is very rewarding.”
- Locations
- London, City
Phillip joined our London office in 2011 and is an Investment Manager. He constructs and manages portfolios for a wide range of charities.
Amongst his clients, Phillip looks after a number of religious charities, livery companies, charities with a geographical focus, hospices and a range of educational establishments. He focuses on developing and maintaining his client relationships.
He began his investment management career in 1986 working for Capel-Cure Myers, focusing on fund management. In 1997 he completed an MBA at the Cass Business School before returning to Capel-Cure Myers where he started developing a charity expertise. He then became a specialist Charities Investment Manager at Barclays Wealth before leaving with a team to join RBC Brewin Dolphin. Phillip is a Chartered Fellow of the Chartered Institute for Securities & Investment.