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Matthew David Phillips
Director/Miembro de la Junta en
Trinitas Academy Trust
.
Perfil
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.
Cargos activos de Matthew David Phillips
| Empresas | Cargo | Inicio |
|---|---|---|
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. | Gestor de Cartera-Acciones | 01/12/2014 |
Trinitas Academy Trust
 Trinitas Academy Trust Other Consumer ServicesConsumer Services Operates secondary and primary schools | Director/Miembro de la Junta | - |
Antiguos cargos conocidos de Matthew David Phillips.
| Empresas | Cargo | Fin |
|---|---|---|
BPI 55 Ltd.
 BPI 55 Ltd. Investment ManagersFinance Provides investment advice | Gestor de Cartera-Acciones | 01/12/2014 |
BDO Investment Management Ltd.
 BDO Investment Management Ltd. Investment ManagersFinance Provides investment advice and solutions to private individuals and corporations | Director de Inversiones | 22/07/2011 |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
24
Relaciones de 1er grado
4
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 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 |
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