“Building a relationship founded on trust with clients over many years makes the role worthwhile. Structuring a portfolio which meets their objectives and goals is very rewarding.”
- Locations
- Jersey
Phil is a Director and Investment Manager in the Jersey office. He manages and constructs multi-asset portfolios for mainly private clients and fiduciary trusts. His role also incorporates business development which involves meeting and winning new clients.
He is particularly skilled at managing portfolios which have investment restrictions and structuring those focused on income. He is proud of the close relationships he develops with his clients and is always ready to discuss matters with them over the phone.
Phil began his financial services career in the early 2000s with SG Hambros on the banking desk and worked his way up to running the whole discretionary portfolio management desk. In 2010 he left to head up the Advisory Desk at HSBC Private Bank before moving to Intertrust. He joined RBC Brewin Dolphin in 2018. Phil is a Fellow of the Chartered Institute for Securities & Investment (CISI) and holds their Level 7 Diploma in Wealth Management. He also sits on several CISI exam panels.