Phil Organ

Phil Organ Email and Phone Number

Director @ Amber River Leodis Wealth
Leeds, GB
Phil Organ's Location
Leeds, England, United Kingdom, United Kingdom
Phil Organ's Contact Details

Phil Organ personal email

n/a
About Phil Organ

Phil Organ is a Director at Amber River Leodis Wealth. He possess expertise in investments, portfolio management, wealth management, wealth management services, private banking and 12 more skills.

Phil Organ's Current Company Details
Amber River Leodis Wealth

Amber River Leodis Wealth

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Director
Leeds, GB
Website:
amberriver.com
Employees:
565
Phil Organ Work Experience Details
  • Amber River Leodis Wealth
    Director
    Amber River Leodis Wealth
    Leeds, Gb
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  • Amber River Leodis Wealth
    Director
    Amber River Leodis Wealth Apr 2017 - Present
    Leeds, England, United Kingdom
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  • Leodis Wealth Asset Management
    Investment Manager / Associate Director
    Leodis Wealth Asset Management Mar 2017 - May 2023
    Leeds, United Kingdom
    Leodis provide Financial Advice and Discretionary Portfolio management to a range of Private Clients, Trusts, Charities and Pensions. My role encompasses client management focusing upon Private Clients, Trusts and SIPPs on both a discretionary and advisory basis. I am also part of the Investment Team responsible for the overall management of the clients wealth on a tailored basis
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  • Cardale Asset Management
    Investment Manager
    Cardale Asset Management May 2014 - Jan 2017
    Harrogate, United Kingdom
    I begin at Cardale on 27th May as an Investment Manager looking after individual clients, SIPPs, SSASs, Charities and Trusts. I am delighted to be joining a company that is recognised as one of Yorkshire's fastest growing and highest quality companies. Everyone there understands the importance of putting clients at the heart of everything that the company does. There is a strong emphasis upon performance within the correct risk parameters with the experience and track record to back up the rhetoric. I am looking forward to working closely with clients again to help them achieve their objectives. The company offers Financial Planning and has a Tax Department so that all client needs can be met.
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  • Coutts
    Wealth Manager, Director
    Coutts Nov 2012 - May 2014
    Leeds
    I joined Coutts as a Senior Investment Consultant covering the Northern Region. Following a restructuring of the business I became a Wealth Manager.
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  • Coutts
    Senior Investment Consultant
    Coutts Sep 2011 - Nov 2012
    Leeds
    I was responsible for providing investment advice to clients of Coutts' offices in Leeds, Sheffield and Newcastle as well as working with the Private Bankers to increase their investment knowledge and skills. I was actively involved in presenting to new clients dealing with both in-house and third party investments.
  • Barclays Wealth
    Senior Investment Manager
    Barclays Wealth Jul 2008 - Sep 2011
    I relocated from London to aid the defence of clients following large-scale defections. I joined the Team to defend a book of £30m of which I retained circa 65% whilst increasing AUM to £65m (including some clients who followed from London). I was the senior investment specialist within the office providing support to peers and mentoring graduates. I took on the additional role of developing the Charity investment offering in the Midlands region.
  • Barclays Wealth
    Senior Investment Manager
    Barclays Wealth May 2006 - Jul 2008
    London
    I managed a team of 13 private Client Managers and 10 support staff with AUM of circa £700m. I chaired weekly investment meetings and 1:1s to effectively manage performance and deal with the issues that arose out of the difficulties that surrounded the Barclays Wealth takeover of Gerrard business from Old Mutual. I regularly chaired the weekly Team Leaders meetings
  • Old Mutual / Barclays Wealth
    Co-Head Of Office
    Old Mutual / Barclays Wealth Aug 2002 - May 2006
    London, United Kingdom
    I was appointed Regional Investment Director for London and the South East. In this role I helped develop and roll out an Asset Allocation Tool linked to a risk profile which utilised 122 mandates. This still forms the basis of the Gerrard offering within Barclays Wealth. I gained buy-in for usage across much of the region leading to a more disciplined investment approach encompassing optimised returns.As co-Head I was accountable for over 30 Investment Managers split into 5 Teams
  • Gerrard
    Regional Director
    Gerrard Mar 2002 - Aug 2002
    North And East, Uk
    The role covered 8 offices ranging from Newcastle to Cambridge with each office having differing needs and challenges against the background of poor times in investment markets.
  • Gerrard
    Investment Manager, Office Head
    Gerrard Sep 2001 - Mar 2002
    Peterborough And Cambridge
    I was appointed Head of our Cambridge Office alongside Peterborough in order to lead a Team of four recruited following a major defection of staff. I believe I engendered a strong Team spirit and successfully identified and mentored the replacement Office Head. The office remained profitable despite the loss of the previous Private Client Team.
  • Greig Middleton , Allied Provincial Securities
    Investment Manager, Office Head
    Greig Middleton , Allied Provincial Securities Aug 1986 - Sep 2001
    Peterborough, United Kingdom
    I set up a Stockbroking office in Peterborough with three colleagues for Allied Provincial Securities taking on the role of Private Client Manager with additional responsibility to co-ordinate the back office functions with our Glasgow office. Appointed Associate Director in 1987 and Director in 1993 I took over running the office at that time being the senior client manager and responsible for training, recruitment, budgeting and expansion of the office.
  • Buckmaster And Moore
    Investment Manager
    Buckmaster And Moore Dec 1985 - Aug 1986
    Peterborough, United Kingdom
    I took over a portfolio of clients whilst supporting senior investment managers in the office
  • Laws & Co
    Administrator / Senior Dealer
    Laws & Co Sep 1982 - Dec 1985
    Bristol
    First job post-graduation. I worked my way through the back office to become the telephone dealer responsible for the firm's transactions with Jobbers on the Stock Exchange Floor.

Phil Organ Skills

Investments Portfolio Management Wealth Management Wealth Management Services Private Banking Securities High Net Worth Individuals Asset Allocation Financial Risk Investment Management Wealth Strategic Financial Planning Alternative Investments Investment Advisory Financial Planning Financial Advisory Asset Management

Phil Organ Education Details

Frequently Asked Questions about Phil Organ

What company does Phil Organ work for?

Phil Organ works for Amber River Leodis Wealth

What is Phil Organ's role at the current company?

Phil Organ's current role is Director.

What is Phil Organ's email address?

Phil Organ's email address is ph****@****tts.com

What schools did Phil Organ attend?

Phil Organ attended Nottingham University.

What skills is Phil Organ known for?

Phil Organ has skills like Investments, Portfolio Management, Wealth Management, Wealth Management Services, Private Banking, Securities, High Net Worth Individuals, Asset Allocation, Financial Risk, Investment Management, Wealth, Strategic Financial Planning.

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