- 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.