Phil Simmonds
LL.B(HONS), MBA, FPFS, Chartered MCSI
Solicitor-Advocate (In-House Company Solicitor)
Chief Investment Officer | Head of Wealth Management
Phil founded Private Office Asset Management in 2006, a member firm of Philip Simmonds Private Office Limited.
Phil is a qualified solicitor and practises as the in-house solicitor for Private Office Asset Management. Phil’s strengths as a lawyer are primarily litigation / dispute resolution and company & commercial law including mergers and acquisitions. Phil ran his own law firm for several years before selling it in 2018 to focus exclusively on Private Office Asset Management and the investment & wealth management business, which he has been involved with at a very senior level for more than 30+ years.
He is Chartered Member of the Chartered Institute for Securities & Investment (CISI) and is a qualified CISI Chartered Wealth Manager. He is also a Fellow of the Personal Finance Society and is a qualified Chartered Financial Planner. Phil has worked both on the corporate side & private client side of the investment industry, specialising in bespoke strategies.
Phil spent 14 years in the City including 3 years working as an investment consultant at Close Brothers Group Merchant Bank, – 2 years as a Director at Brewin Dolphin Securities, and for 6 years was Head of UK Intermediary Business & Head of the Charities Division at the global financial services group Collins Stewart Hawkpoint Plc, and then at Canaccord Financial Inc. after the acquisition of Collins Stewart plc.
Phil worked for 2 years as a consultant for R&H Fund Services (Jersey) Limited, and has appeared regularly on television as the expert on BBC’s It’s Your Money and Sky Digital’s Simply Money program, working with hosts including David Frost, Angela Rippon, Carol Barnes, Jan Harvey, Tanya Becket and Marcia Hughes.
Phil’s strength is being able to protect client’s capital and to advise and manage funds in an open-architecture manner. He is an accomplished investment strategist and wealth manager and more than anything enjoys the regular contact he has with his and the firm’s clients.
Away from work, Phil enjoys listening to rock music and attending festivals, and riding his motorcycles. Phil is also a keen supporter to several children’s charities, and he is also keen tennis player, formerly competing in many LTA tournaments.
Email: phil@private-office.co.uk (Wealth Management matters)
phil@private-office.law (Legal matters)