![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
Direktor/Vorstandsmitglied bei
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.
Aktive Positionen von Matthew David Phillips
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Portfolio Manager-Aktien | 01.12.2014 |
Trinitas Academy Trust
 Trinitas Academy Trust Other Consumer ServicesConsumer Services Operates secondary and primary schools | Direktor/Vorstandsmitglied | - |
Ehemalige bekannte Positionen von Matthew David Phillips
| Unternehmen | Position | Ende |
|---|---|---|
BPI 55 Ltd.
 BPI 55 Ltd. Investment ManagersFinance Provides investment advice | Portfolio Manager-Aktien | 01.12.2014 |
BDO Investment Management Ltd.
 BDO Investment Management Ltd. Investment ManagersFinance Provides investment advice and solutions to private individuals and corporations | Chief Investment Officer | 22.07.2011 |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
24
Beziehungen ersten Grades
4
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
