Phillip Wale, Chief Executive Officer Elect
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.
Tim Steel, Non Executive Director, Chairman
Tim worked for Robert Fleming & Co between 1974-1979, firstly as an Investment Research Analyst before becoming an Investment Manager. In 1980, he moved to Cazenove & Co where he worked in a variety of roles including Head of UK Institutional Sales and latterly as vice- Chairman of Cazenove Capital Management, before retiring in 2009. In 2008 he became non-Executive Chairman of Castle Alternative Invest, a fund of hedge funds, listed on the Swiss Stock Exchange. Since 2013, he has been Chairman of a private equity boutique, Committed Capital, financing small UK private companies. Tim was appointed to the Board of WHIreland in March 2014.
Jonathan Carey, Non Executive Director
Jonathan is an Associate of the ICAEW. He began his career at Price Waterhouse in 1970, qualifying as a Chartered Accountant in 1975, before joining Cox & Kings in 1977 as Finance Director. After four years, Jonathan moved to Gartmore as Group Financial Controller. In 1987 Jonathan joined Marathon Asset Management as Finance Director, before joining Jupiter where he spent nineteen years in various roles. In 2007, Jonathan and his colleague led a successful MBO, assuming the role of Executive Deputy Chairman.
Jonathan retired from all of his executive roles in 2010 but remains as Non Executive Director for JP Morgan Overseas Investment Trust and BNY Mellon Trust & Depository (UK) Ltd, and BNY Mellon Trust Company (Ireland) Ltd. Jonathan was appointed to the Board of WHIreland in February 2016.
Richard E. M. Lee, Non Executive Director
Richard is a strategy consultant with wide business experience. In his early career he worked in two stockbroking firms in the research and corporate finance departments. He has been Chairman or Non Executive Director of eleven quoted companies and a number of private companies in Banking, Finance, Invoice Factoring, Recruitment Packaging, Healthcare and a broad range of industrial areas.
He was previously a member of the Investment committee of the Lazard North West Unit Trust. Prior to becoming a Non-Executive Director he was Chairman of WHIreland Limited.
Victoria Raffé, Non-Executive Director
Victoria Raffé has had an extensive City career, latterly as a Regulator with positions as Director of the Authorisations Division for the Financial Conduct Authority (“FCA”), membership of both the eight strong Executive Committee of the FCA and the Executive Regulatory Issues Committee. In addition Victoria Chaired the Regulatory Transaction Committee. Previously she held various senior level roles with the Financial Services Authority (“FSA”). She currently holds two banking non-executive directorships – one with Reliance Bank, and the other with Starling Bank.
Victoria was appointed to the Board of WHIreland in January 2017.
Dan Cowland, Finance Director
Dan is a Fellow of the ICAEW, having qualified as a Chartered Accountant with Ernst & Young in 1997. After five years within the Banking and Capital Markets group, he moved to the WestLB owned Panmure Gordon business where he spent seven years in various finance roles, latterly as the Head of Finance. Dan performed senior finance roles at Lehman Brothers and Macquarie Bank before joining Shore Capital Stockbrokers as Finance Director in 2010. Dan joined WHIreland in March 2014 as Finance Director.
Richard Killingbeck, Director
Richard joined the Group in September 2012 bringing with him over 25 years of investment management and private banking experience. Richard was appointed to the Board in December 2012, and was appointed to the role of Chief Executive Officer in January 2013.
During the past 25 years he has held senior fund management positions in the management of both institutional and private client accounts. In 2001, whilst at Singer and Friedlander Investment Management, he was appointed the CEO of the business, a position he held until 2005. He then undertook a number of senior management roles at Close Brothers Asset Management and then more recently at Credit Suisse Private Bank.
Richard is also Chairman of Bankers Investment Trust PLC.