Stephen M. Phillips
Profile
Mr. Stephen M.
Phillips is an Investment Director at Rathbone Investment Management Ltd.
He joined Rathbones in April 2008 when Citywall Financial Management Limited, of which he was a Managing Director, was acquired in Exeter signalling Rathbones' expansion into the West Country.He has a wealth of experience in portfolio management, having been advising private clients since 1980.
He specialises in private client, trust and SIPP discretionary portfolio management, and aims to provide a high level of personal attention to his clients.
Former positions of Stephen M. Phillips
| Companies | Position | End |
|---|---|---|
Rathbones Investment Management Ltd.
 Rathbones Investment Management Ltd. Investment ManagersFinance Rathbone Investment Management Ltd. (RIM) is the wholly-owned investment management subsidiary of Rathbone Brothers Plc (LON: RAT) in Great Britain. The firm is headquartered in Liverpool and was founded in 1979. RIM manages portfolios for US resident individuals, trusts, charities and pensions. They also provide individual investment and wealth management services for private clients, charities, trustees and professional partners, primarily in Great Britain. | Portfolio Manager-Equities | - |
Experiences
Positions held
Linked companies
| Private companies | 1 |
|---|---|
Rathbones Investment Management Ltd.
Rathbones Investment Management Ltd. Investment ManagersFinance Rathbone Investment Management Ltd. (RIM) is the wholly-owned investment management subsidiary of Rathbone Brothers Plc (LON: RAT) in Great Britain. The firm is headquartered in Liverpool and was founded in 1979. RIM manages portfolios for US resident individuals, trusts, charities and pensions. They also provide individual investment and wealth management services for private clients, charities, trustees and professional partners, primarily in Great Britain. | Finance |
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