Director And Investor
CurrentJoined the KMD board to support the wider roll out of the 'True Wealth Management' proposition, combining all elements of wealth management to bring financial clarity to clients.
Oct 2023 - Present
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Olly Phillips Email & Phone Number
Director and Investor
at
KMD Private Wealth Management Ltd.
1 work email found
@greenandpurple.net
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Director and Investor
Location
Cambridge, England, United Kingdom
Company size
Who is Olly Phillips? Overview
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Quick answer
Olly Phillips is listed as Director and Investor at KMD Private Wealth Management Ltd., a company with 12 employees, based in Cambridge, England, United Kingdom. AeroLeads shows a work email signal at greenandpurple.net and a matched LinkedIn profile for Olly Phillips.
Olly Phillips previously worked as Director and Investor at Green & Purple and Managing Director, Head of Cambridge and Norwich Offices at Brown Shipley. Olly Phillips holds Cisi Diploma, Investments And Securities from The Chartered Institute For Securities & Investment (The Cisi).
Company email context
Email format at KMD Private Wealth Management Ltd.
This section adds company-level context without repeating Olly Phillips's masked contact details.
{first_initial}{last}@greenandpurple.net
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AeroLeads found 1 current-domain work email signal for Olly Phillips. Compare company email patterns before reaching out.
Profile bio
About Olly Phillips
I am a hands-on board adviser and investor, with over 20 years' experience working in a variety of senior (C-Suite) strategic and operational roles. Took £8m revenue (£1bn AuM) wealth management company to sale as CEO and subsequently led the integration of the business into the acquirer.I enjoy setting strategic direction; communicating with and empowering people across all functions and levels; enabling teams to work better together and operate efficiently, and finding innovative solutions to strategic and day-to-day challenges.
Listed skills include Portfolio Management, Investments, Investment Management, Wealth Management, and 13 others.
Current workplace
Olly Phillips's current company
Company context helps verify the profile and gives searchers a useful next step.
Kmd Private Wealth Management Ltd.
11 roles
Olly Phillips work experience
A career timeline built from the work history available for this profile.
Director And Investor
CurrentJoined the board to support the Green and Purple growth journey, with primary focus on the development of the commercial and operational proposition.
Apr 2023 - Present
Managing Director, Head Of Cambridge And Norwich Offices
After completion of NW Brown's sale to Brown Shipley in April 2020, led the successful integration of the company into Brown Shipley and the wider Quintet private banking group.
Apr 2020 - Jun 2022
Chief Executive
Led business with a focus on building great client teams, a commercial and entirely client-centric proposition, and constantly improving operational efficiency. Took £8m revenue (£1bn AuM) wealth management company to sale in 2019 and subsequently led the integration of the business into the acquirer.
May 2017 - Mar 2020
Coo And Investment Manager
- Responsible for consistency of client offering across firm; streamlining of IT systems and processes; marketing - Led project to renew online client portal and company website, driving increased digital interaction with clients - Oversaw development and roll-out of firm's Model Portfolio Service
May 2016 - May 2017
Main Board Director And Investment Manager
- Joined main board of the NW Brown Group, the holding company responsible for setting long-term strategy for the NW Brown group of companies
May 2014 - May 2016
Director And Investment Manager
- Joined board of the operating company, NW Brown and Company Ltd (FCA-regulated), incorporating the firm's investment management, corporate benefits and financial planning businesses - Focus on defining the client proposition post-RDR in 2012, integrating the core disciplines of financial planning and investment management to deliver seamless wealth.
Jan 2011 - May 2014
Investment Manager
- Managed bespoke portfolios for private clients, trusts and charities - Appraised investment opportunities, through fundamental research, analysis, company visits and meetings with senior management - Responsible for building and maintaining close working relationships with clients, founded on integrity and trust - Built bulk-dealing system for firm.
Sep 2005 - Jan 2011
Manager, Intraday Energy Trading
- Managed team responsible for optimising intra-day trading position for EDF - P&L responsibility - Created, built and maintained relationships with new and existing trading counterparts
Apr 2004 - Sep 2005
Assistant Manager, Electricity Trading Operations
- Assistant Manager of 15 person team - Troubleshooter of all operational issues – responsible for formulating, initiating and coordinating solutions to problems - Oversaw development and managed implementation of new systems and processes - Monthly reporting to senior management
Apr 2003 - Mar 2004
Electricity Trading Operations
- Monitored short-term trading activity - Ensured timely and accurate communication of data to grid operators - Resolved fast-evolving problems when imbalances occurred - Worked under pressure to meet short deadlines - Took commercial responsibility for the company in non-office hours and traded when opportunities arose
Dec 2000 - Apr 2003
Team & coworkers
Colleagues at KMD Private Wealth Management Ltd.
Other employees you can reach at kmdpwm.co.uk. View company contacts for 12 employees →
EG
Ellie G.
Colleague at Kmd Private Wealth Management Ltd.Essex, England, United Kingdom, United Kingdom
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MM
Megan Moody
Colleague at Kmd Private Wealth Management Ltd.United Kingdom, United Kingdom
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AV
Alex Vitali
Colleague at Kmd Private Wealth Management Ltd.London, England, United Kingdom, United Kingdom
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KW
Keith Wade
Colleague at Kmd Private Wealth Management Ltd.London, England, United Kingdom, United Kingdom
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DA
Dean Aitchison Bsc, Chartered Wealth Manager
Colleague at Kmd Private Wealth Management Ltd.Stansted Mountfitchet, England, United Kingdom, United Kingdom
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LF
Lewis Fowler Apfs
Colleague at Kmd Private Wealth Management Ltd.United Kingdom, United Kingdom
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CO
Chetan Office
Colleague at Kmd Private Wealth Management Ltd.Mumbai Metropolitan Region, India
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NT
Neal Talamas
Colleague at Kmd Private Wealth Management Ltd.Great Canfield, England, United Kingdom, United Kingdom
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Ellie G.
Colleague at Kmd Private Wealth Management Ltd.Essex, England, United Kingdom, United Kingdom
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MM
Megan Moody
Colleague at Kmd Private Wealth Management Ltd.United Kingdom, United Kingdom
View →
AV
Alex Vitali
Colleague at Kmd Private Wealth Management Ltd.London, England, United Kingdom, United Kingdom
View →
KW
Keith Wade
Colleague at Kmd Private Wealth Management Ltd.London, England, United Kingdom, United Kingdom
View →
DA
Dean Aitchison Bsc, Chartered Wealth Manager
Colleague at Kmd Private Wealth Management Ltd.Stansted Mountfitchet, England, United Kingdom, United Kingdom
View →
LF
Lewis Fowler Apfs
Colleague at Kmd Private Wealth Management Ltd.United Kingdom, United Kingdom
View →
CO
Chetan Office
Colleague at Kmd Private Wealth Management Ltd.Mumbai Metropolitan Region, India
View →
NT
Neal Talamas
Colleague at Kmd Private Wealth Management Ltd.Great Canfield, England, United Kingdom, United Kingdom
View →
2 education records
Olly Phillips education
Cisi Diploma, Investments And Securities
Bsc. (Hons), Management And French
FAQ
Frequently asked questions about Olly Phillips
Quick answers generated from the profile data available on this page.
What company does Olly Phillips work for?
Olly Phillips works for KMD Private Wealth Management Ltd..
What is Olly Phillips's role at KMD Private Wealth Management Ltd.?
Olly Phillips is listed as Director and Investor at KMD Private Wealth Management Ltd..
What is Olly Phillips's email address?
AeroLeads has found 1 work email signal at @greenandpurple.net for Olly Phillips at KMD Private Wealth Management Ltd..
Where is Olly Phillips based?
Olly Phillips is based in Cambridge, England, United Kingdom while working with KMD Private Wealth Management Ltd..
What companies has Olly Phillips worked for?
Olly Phillips has worked for Kmd Private Wealth Management Ltd., Green & Purple, Brown Shipley, Nw Brown Group Ltd., and Edf Trading.
Who are Olly Phillips's colleagues at KMD Private Wealth Management Ltd.?
Olly Phillips's colleagues at KMD Private Wealth Management Ltd. include Ellie G., Megan Moody, Alex Vitali, Keith Wade, and Dean Aitchison Bsc, Chartered Wealth Manager.
How can I contact Olly Phillips?
You can use AeroLeads to view verified contact signals for Olly Phillips at KMD Private Wealth Management Ltd., including work email, phone, and LinkedIn data when available.
What schools did Olly Phillips attend?
Olly Phillips holds Cisi Diploma, Investments And Securities from The Chartered Institute For Securities & Investment (The Cisi).
What skills is Olly Phillips known for?
Olly Phillips is listed with skills including Portfolio Management, Investments, Investment Management, Wealth Management, Valuation, Management, High Net Worth Individuals, and Securities.
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