Direct Dial: +44 78 3780 1820
Philip is a Senior Adviser and also a Business Development Executive for LGPS advisory clients.
He has over 33 years’ experience in the securities industry, having been with Charterhouse Securities (formerly Tilney & Co) for 20 years, being appointed a Director in 1992. Whilst there he was a member of the UK equities sales team, responsible for marketing the firm’s analytical output to a wide range of institutional clients. He also acted as an investment adviser to a major local authority pension fund.
In 2000 Philip joined Merseyside Pension Fund as Head of UK Equities, responsible for research and portfolio structure decisions for the internally managed portfolio, managing over £2bn of assets. He was also involved in the monitoring process for the Fund’s external investment managers and advised on the risk profiling of the Fund, including asset allocation.
Since 2010 Philip has been providing independent specialist advice to quoted companies in the areas of corporate governance, investor relations and business structure. Philip is the Independent Adviser to Worcestershire County Council Pension Fund and, in addition, undertakes special project work for other LGPS funds. He is a Non-Executive Director of Aberdeen Private Equity Fund and was previously Treasurer and Investment Adviser to Chester Municipal Charities.
Philip is a Chartered Fellow of the Chartered Institute for Securities & Investment and a Member of the Institute of Directors.