![Matthew David Phillips](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Matthew David Phillips
Direktör/Styrelseledamot på
Trinitas Academy Trust
Profil
Matthew David Phillips is currently the Director of Wealth Planning at CG Wealth Planning Ltd. He is also a Trustee at Trinitas Academy Trust.
Previously, he worked as an Investment Director at BDO Investment Management Ltd. from 2011 to 2011.
Before that, he was the Managing Director-Private Client Services at BPI 55 Ltd. from 2005 to 2014.
Aktiva positioner av Matthew David Phillips
| Företag | Position | Start |
|---|---|---|
CG Wealth Planning Ltd.
 CG Wealth Planning Ltd. Investment ManagersFinance CGWPL uses a disciplined approach in providing their investment management services. In constructing portfolio, the firm puts the long-term asset allocation framework in place first. Then they optimize the portfolios by using the combination of tactical asset allocation and underlying stock selection. | Portföljförvaltare-Aktier | 2014-12-01 |
Trinitas Academy Trust
 Trinitas Academy Trust Other Consumer ServicesConsumer Services Operates secondary and primary schools | Direktör/Styrelseledamot | - |
Tidigare kända positioner av Matthew David Phillips
| Företag | Position | Slut |
|---|---|---|
BPI 55 Ltd.
 BPI 55 Ltd. Investment ManagersFinance Provides investment advice | Portföljförvaltare-Aktier | 2014-12-01 |
BDO Investment Management Ltd.
 BDO Investment Management Ltd. Investment ManagersFinance Provides investment advice and solutions to private individuals and corporations | Chef för investeringar | 2011-07-22 |
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
24
Första gradens relationer
4
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 4 |
|---|---|
BDO Investment Management Ltd.
BDO Investment Management Ltd. Investment ManagersFinance Provides investment advice and solutions to private individuals and corporations | Finance |
BPI 55 Ltd.
BPI 55 Ltd. Investment ManagersFinance Provides investment advice | Finance |
CG Wealth Planning Ltd.
CG Wealth Planning Ltd. Investment ManagersFinance CGWPL uses a disciplined approach in providing their investment management services. In constructing portfolio, the firm puts the long-term asset allocation framework in place first. Then they optimize the portfolios by using the combination of tactical asset allocation and underlying stock selection. | Finance |
Trinitas Academy Trust
Trinitas Academy Trust Other Consumer ServicesConsumer Services Operates secondary and primary schools | Consumer Services |
