Phillip began his career in UK Gilt Edged & convertible bonds, spending ten years at Goldman Sachs in New York and then London, as co-head of pan-European equities. He managed the equity businesses at Commerzbank and then at Knight Securities, where he was appointed European CEO. In 2004 he moved into fund management as CIO of a multi-strategy hedge fund, returning to the sell-side in 2007 with Collins Stewart working closely with the expansion of the wealth management product. Phillip joined Seymour Pierce, the corporate & institutional broker and wealth manager, in 2010 and was appointed its Chief Executive Officer in 2011. Between 2012 and 2016 he was Chief Executive Officer of Panmure Gordon & Co. Prior to joining WHIreland in August 2018, Phillip was Head of Fixed Income (Europe) at Cantor Fitzgerald Europe.
Simon was Finance Director of Saunderson House Limited from January 2019 until March 2021, prior to its acquisition by Rathbone Brothers Plc, having previously been Group Finance Director of Brooks Macdonald Group plc from November 2000 to April 2018. In both roles he helped implement both organic and inorganic growth strategies whilst building finance capabilities that are essential to meet the increasing requirements of a growing, regulated business in public markets. Simon’s time at Brooks Macdonald included its admission to trading on AIM in 2005; between 2005 and 2017, Brooks Macdonald grew its funds under management from £371m to £11.7bn. Simon qualified as a chartered accountant with Macintyre Hudson, and spent 10 years with Rutland Trust plc, in a variety of senior finance roles, prior to joining Brooks Macdonald.
Stephen is an experienced executive director and leader in the wealth and investment management sector with a proven track record of implementing strategic change and generating shareholder value. Between 2000 and 2016 he worked at Brewin Dolphin, becoming Head of Wealth & Investment Management in 2013. In 2016, Stephen joined City Asset Management as Head of Sales. Stephen is G60 pensions transfer accredited, has the Advanced Financial Planning qualification from the CII, and is a Chartered Wealth Manager and a CAIA® Charterholder. Stephen joined WHIreland as Head of Wealth Management in 2019.
After graduating from Oxford University, Simon joined Kleinwort Benson in 1984, moving to work in their Tokyo office in 1986. In 1991, he joined Banca della Svizzera Italiana, working in Tokyo and then their London office. In 1996, Simon left investment banking, joining, and co-investing, in the forerunner of the Heartwood wealth management business. His managerial role initially entailed establishing a London office for the growing business. He subsequently headed both the client and investment teams, before becoming Chief Executive in November 2008. In May 2013, Heartwood became a wholly owned subsidiary of Handelsbanken and Simon continued as Chief Executive until July 2014 and subsequently left on the third anniversary of its acquisition.
From 2013-16, he was also a member of the Financial Conduct Authority’s Smaller Business Practitioner Panel, nominated by the Wealth Management Association (now called PIMFA – Personal Investment Management & Financial Advice Association) to represent the wealth management sector.
After graduation from Edinburgh University, where he read Civil Engineering, Phil served in the Armed Forces as an Officer in the Royal Green Jackets. He joined UBS in 1995 where he worked in Corporate Broking and Equity Capital markets for 15 years, culminating as Head of Corporate Broking. He joined Goldman Sachs in 2010 where he ran the Corporate Broking and Equity Capital Markets team before joining Barclays as Vice Chairman of the Investment Bank. In September last year he set up Arlington Capital Markets Ltd. The firm advises both listed UK companies, private companies preparing for listing or sale and companies planning to IPO.
During his career of nearly 25 years Phil has advised on IPOs for many UK and European companies, including most recently Alfa Financial Software, Countryside, Global Ports Holding (GPH), Virgin Money, Direct Line Insurance Group and Saga. He has advised a large number of companies including Rolls Royce, Prudential, Imperial Brands, ARM, BP, Vodafone, Legal and General, Anglo American, Rio Tinto, Zurich Insurance and British Land amongst others.
Helen is a highly experienced non-executive director having served on a number of audit, remuneration and investment committees. Prior to her focus on non-executive director roles, Helen co-founded and ran Matrix Private Equity (now Mobeus Equity Partners LLP); a successful private equity firm, with a focus on SMEs. Helen has a thirty-year track record as an investor, board member and board observer in a range of sectors, including early stage technology/digital media, retail and consumer and financial services with considerable expertise in alternative asset management.
Tom is a highly experienced CEO/CFO who has operated in senior leadership roles within Banking and Regulated Financial Services. Tom was Chief Restructuring and Financial Officer of the Co-operative Bank plc (2017-2019) having advised on its third recapitalisation. Prior to this Tom was CFO and Interim CEO of Shawbrook Group plc leading the IPO of the business in 2015.
More recently Tom has advised PE funds and investors in financial services in respect of M&A and transformational growth.