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Our team of experts around the world provides specialist insights to help clients build their portfolios and identify risks and opportunities that they may have been unaware of.
Philip is the Head of the Global Investment Lab and Chief Innovation Officer for Citi Private Bank.
He has approximately 20 years financial experience mostly at Citi where he has held diverse roles across the Institutional client group. For the last 15 years he has been at the Private Bank.
The Global Investment Lab provide expert advice to ultra-high net worth individuals and their family offices on portfolio construction, risk management and investment strategy. Each investment solution is tailored to meet each clients' unique goals and objectives.
The Innovation office supports clients by sharing insights and perspectives on key trends and emerging technologies - connecting our clients to helpful resources from across Citi's innovation network. Phil chairs the Growth Board, participates on accelerator programs and other initiatives designed to improve the client experience.
Phil forms part of both the Private Bank Global Investments and EMEA Leadership teams - devising and implementing strategy for the Private Bank.
During his time at the Private Bank, Phil has introduced a number of new transformative technologies, harnessing disruptive innovations to enable Citi Private Bank to offer its clients tomorrow's investment services. He has also participated in multiple decision making forums including the Global Investment Committee member and Multi-Asset Class Committees that informs the tactical market views and management of discretionary portfolios respectively.
He has a Chartered FCSI designation from the Chartered Institute for Securities and Investment, and holds a Level 6 Certificate in Private Client Investment Advice and Management. He graduted from the University of Leeds with an honours degree in Economics and French.
The Global Investment Lab is a unique team of professionals based in New York, London, Geneva, Hong Kong and Singapore that is dedicated to helping clients construct portfolios, understand risks and formulate investment strategies in a highly customized way.