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I have over 34 years’ experience in the International Investment Banking and Wealth Management for a number of main street institutions in the London, Asian, Australian and New Zealand markets. My experience includes running a fixed income proprietary trading desk, Head of Fixed Income in London, various aspects of structured finance, Global Head of New Product development and marketing in the Wealth Management sector. My roles have included leading – Capital raising, fund structuring, product development, transaction facilitation, project feasibility models, client relationship management (CRM) and negotiating exclusive product distribution agreements for USA, Canada and Russian Federation for an Australian based client in the Agri-tech sector. Other activities included the development and issuing of Offering Public Documents both in NZ and Australia and advising business on preparation for sale, equity and debt raising, with focus being on privately held companies.From my time living and working overseas I have excellent networks across NZ, UK, Europe, USA, and Australia and Asia. I bring energy and a questioning mind to the board table, with a focus on “risk”, with the belief that if we can identify and quantify all the risks within a business or proposed transaction, we can make much better informed and quality decisions on whether or not we are being paid enough for the risks currently seen in the business or proposal at hand.
Bio Control Solutions Limited
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DirectorBio Control Solutions Limited Jun 2023 - PresentCanterbury, New ZealandBCS are introducing a proven environmentally sustainable biological solution to remediating toxic and polluted waterways. We do not kill fish or invertebrates and leave a minimal residual environmental footprint. Toxic Algae, Bad Odour, Oil Spills, Pathogen Control, Bio Sludge Build Up..........we can help!
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DirectorBiome Advisory Sep 2021 - PresentNew Zealandwww.biomeadvisory.nzThe BioME NZ Team offers extensive experience in research, development and implementation of sustainable solutions focussing on the environment, implementing carbon neutral solutions and technologies to meet the changing climate and global commitments to carbon reduction.
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DirectorNikau Capital Limited Jun 2010 - PresentFinancial Services – Capital raising, fund structuring, product development, transaction facilitation, client relationship management (CRM). Business DevelopmentDirector – Pounamu Productions NZ Limited. – a startup film production company.Director – BTL Global – a property development company focused on sustainable buildings.Project Manager – new commercial building development.Negotiation – International Distribution Agreements for a suite of agricultural products
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Head Of Capital & FinanceTaurus Group Limited Feb 2014 - Feb 2015New ZealandTaurus GroupThe Taurus Group has developed in recent years to become what we believe to be the shape of the modern business consultancy - strategic financial solutions integrated with chartered accountancy services.Capital & FinanceWe are specialists in business structures and restructuring, either debt or equity, and have many years, even decades, of experience in the banking and finance industries. We have established very strong relationships within the banking and… Show more Taurus GroupThe Taurus Group has developed in recent years to become what we believe to be the shape of the modern business consultancy - strategic financial solutions integrated with chartered accountancy services.Capital & FinanceWe are specialists in business structures and restructuring, either debt or equity, and have many years, even decades, of experience in the banking and finance industries. We have established very strong relationships within the banking and finance sectors so we are able to provide you with access to finance and funding you never thought was possible.• Negotiating Loan Finance• Pre-acquisition Due Diligence• Negotiating Equity Finance• Private Equity• Project Finance• Turnaround management• Subdivision Financing & Management• Housing LoansAccounting servicesAdvisory services• Exit strategies and succession planning• Shareholder agreements and risk management• Wealth creation• Financing• Family Trusts• FranchisingLiquidationsIT Solutions• Computerised cashbooks• Accounting softwareBusiness Advisory• Exit strategies and succession planning• Mergers and Acquisitions• Shareholder agreements and risk management• Wealth creation• Financing• Family Trusts• FranchisingTaxation SolutionsTaurus Trust DivisionFinancial Services Show less
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Global Head Of New Product DevelopmentInfiniti Capital Jan 2004 - May 2010Director & Shareholder – Global Head of New Product Development / Head of AustraliaGlobal Head of New Product Development – A Hong Kong based Wealth Management Company. Roles included marketing/sales/ investor relations and new product development, Fund Director, responsible for the Issuance of Public Investment Offering Documents in Australia and NZ.
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Managing DirectorInsto Magazine Aug 1999 - Aug 2001A financial industry focused publishing and conference business. Developed key relationships with product heads, senior management and CEOs and Directors of Banks, Brokers, Fund Managers and Service Providers. Revenue generation.
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Associate DirectorBear Stearns Jun 1996 - Aug 1999SingaporeRegistered securities dealer with the Monetary Authority of Singapore (MAS) 1996-1999Distribution of all Bear Stearns products into Australasia. Included highly structured financings, equities, Managed Funds to mainly offshore and professional investors. Traded in Distressed Debt and worked with the New York team on take-over and restructure activities. Developed new distribution channels and responsible for introducing new products into the Australia/New Zealand region.- Client… Show more Registered securities dealer with the Monetary Authority of Singapore (MAS) 1996-1999Distribution of all Bear Stearns products into Australasia. Included highly structured financings, equities, Managed Funds to mainly offshore and professional investors. Traded in Distressed Debt and worked with the New York team on take-over and restructure activities. Developed new distribution channels and responsible for introducing new products into the Australia/New Zealand region.- Client base: Banks, CP Conduits, Investment Managers, Institutions, Corporates.- G7 bonds- Mortgage-backed Securities- Structured Notes – Index linked, imbedded options, leveraged, etc.- Credit Derivatives- Asset Swaps- Asian Currency Notes- CBO/ CLO and CPO deals- Distressed Debt (Asia & Australia/NZ). Show less -
Head Of Fixed IncomeNational Australia Bank Jul 1989 - Mar 1995London, United KingdomProprietary Trader/Head of Fixed InterestRegistered securities dealer with FSA in UK. 1989-1995• Took over responsibility for trading books when Australia closed and hadtrading authority within agreed budgets.• Developed highly profitable spread trades for bank and clients.• Traded as principal for the Bank of New Zealand in major World Bond Marketsusing the following on-balance sheet products:- MTNs- Eurobonds- Domestic Bonds etc.- Off-balance sheet… Show more Proprietary Trader/Head of Fixed InterestRegistered securities dealer with FSA in UK. 1989-1995• Took over responsibility for trading books when Australia closed and hadtrading authority within agreed budgets.• Developed highly profitable spread trades for bank and clients.• Traded as principal for the Bank of New Zealand in major World Bond Marketsusing the following on-balance sheet products:- MTNs- Eurobonds- Domestic Bonds etc.- Off-balance sheet products: options, swaps, etc.- Given brief to trade fixed interest products. Developed with the Managerfor UK and Europe new mismatch limits, credit limits, country limits etc. as theFixed Income area was being developed from scratch.- Traded asset packages through the purchase of bonds and arranging a matchingswap. This book was enhanced switching the assets and swaps in an out of theportfolio, giving an increased return.- Structured tax effective deals to enhance the return on the bond portfolio,thus allowing and increase in the effective margin.- Managed the interest rate risk on the liquidity portfolio using futures andoptions strategies to reduce the cost of Government Stock UK.• Advised and executed trades for a number of Fund Managers and institutions inNew Zealand who ran International Bond Portfolios. Show less
Mark Phillips Skills
Mark Phillips Education Details
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Finance & Investment -
Christs College
Frequently Asked Questions about Mark Phillips
What company does Mark Phillips work for?
Mark Phillips works for Bio Control Solutions Limited
What is Mark Phillips's role at the current company?
Mark Phillips's current role is Director.
What is Mark Phillips's email address?
Mark Phillips's email address is ma****@****tal.com
What is Mark Phillips's direct phone number?
Mark Phillips's direct phone number is +642997*****
What schools did Mark Phillips attend?
Mark Phillips attended University Of Canterbury, Christs College.
What skills is Mark Phillips known for?
Mark Phillips has skills like Alternative Investments, Portfolio Optimization, Fixed Income, Bonds, Structured Products, Structured Finance, Portfolio Management, Swaps, Derivatives, Capital Markets, Investments, Bloomberg.
Not the Mark Phillips you were looking for?
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1falconltd.co.nz
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Mark Phillips
Christchurch/ South Island Senior Utility Locator At Reveal Infrastructure LtdNew Zealand1reveal.nz -
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Mark Phillips
Auckland
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