Some questions for Philip
Question: What do you do to unwind at the end of a long day? Answer: Take advantage of long summer evenings to get out on the golf course. During the winter there’s nothing better than catching up on box sets. Peaky Blinders is a personal favourite.
Question: What do you like most about being an Investment Manager?
Answer: Helping clients make sensible investment decisions and delivering on those objectives. Being entrusted with the safe management of a client’s assets to deliver on their financial ambitions is an incredibly important responsibility.
Question: What do you most dislike about being an Investment Manager?
Answer: I struggle to pin down any element of my role that I dislike. As in most industries, there can be rogue elements operating on the fringes trying to take advantage of people who trust them, and it is always troubling to hear of so-called investment advisors losing people's hard-earned money. That was why I choose to work at a firm like Brewin Dolphin that has the highest standards of professionalism and integrity.
Question: How did you become an Investment Manager? Answer: I have always had an interest in the financial markets and, when presented with the opportunity to join the investment desk early on in my banking career, it was an easy decision for me. I worked hard to achieve one of the highest levels of qualification in the investment industry and have found a great role and firm at Brewin Dolphin which allows me to put the skills and contacts I have developed over the years to good use.
assess whether the client’s needs or circumstances have changed. This is crucial in evaluating the ongoing suitability of our service because if the client’s objectives change then we need to take steps to modify the portfolio to effectively meet these new considerations.
Afternoons tend to revolve around team meetings, in order to review investment products or committee meetings to consider asset allocations for our international portfolios. I also advise the team of upcoming travel plans in relation to business development. As these meetings finish, I prepare for my next business development trip, which often involves a short visit to London for two days to attend investment conferences organised by Brewin Dolphin and meet with key contacts.
As the various European markets draw to a close, I prepare research notes to take home and read that evening. If I don’t have a networking event scheduled, I tend to leave the office by 17.30 p.m. so that I can get home in time for dinner with my family and hear all about my daughters' busy days at school!
Question: What advice would you give someone, either just starting their career or midway through their career, who wants to be an Investment Manager? Answer: There are several routes into investment management and finding the most suitable role depends on the individual and their particular skill set.
If you are analytical then becoming an investment analyst would be preferable. However, if you prefer dealing with clients and establishing great working relationships then discretionary portfolio management is more likely to appeal. Both roles require commitment to rigorous industry examinations (I sit on several exam panels for CISI), which are not to be taken lightly but can lead to incredibly rewarding careers.
20/20 A day in the life of...
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