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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 Global Head of the Investment Lab at Citi Private Bank, and Chief Innovation Officer for the Private Bank in EMEA and Global Investments.
The Investment Lab provide ultra-high net worth individuals and their family offices with expertise and advice in portfolio construction, risk analytics and investment strategy. Each investment solution is tailored to meet each clients' financial 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. The office is engaged on a range of innovation initiatives at the Private Bank and Citi - including the Growth Board, accelerator programs and initiatives designed to improve the client experience.
A voting member of the Global Investment Committee—which determines the Private Bank’s tactical asset allocation policy—Philip is also a member of the Multi-Asset Class Committee that informs decisions on the management of discretionary portfolios at Citi.
Philip has over 20 years experience and prior to joining the Private Bank in 2003, he performed various roles within equity derivatives, risk management and warrants trading for Citi’s Investment Bank.
He has a chartered MCSI designation from the Chartered Institute for Securities and Investment, and holds a Level 6 Certificate in Private Client Investment Advice and Management. He graduated 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.