LL.B(Hons), MBA, FPFS, Chartered MCSI
Chief Executive – Private Office Asset Management
Phil founded Private Office Asset Management in 2006 and is also the founder and significant shareholder of Simmonds Private Office (Hong Kong) - trading in Hong Kong since 1996.
Phil is a Chartered Member of the Chartered Institute for Securities & Investment and is a qualified CISI Chartered Wealth Manager. He is also a Fellow of the Personal Finance Society as 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 3 years working as an investment consultant at Close Brothers Group, – the UK merchant bank, – 2 years as a Director at Brewin Dolphin Securities, and for 6 years was Head of UK Intermediary Business Development and the Charities Division at the global financial services group Collins Stewart Hawkpoint Plc, which was taken over by Canaccord Financial Inc.
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.