Philip Robinson Email and Phone Number
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Philip Robinson personal email
Philip has over 35 years of portfolio management and management consulting experience as well as holding a variety of trustee positions for over 15 years.Throughout much of my executive career I have maintained a portfolio of trusteeships and board memberships, including a role as Chair of Trustees and Chief Executive for the Yellow Heart Trust. For more than a decade I have acted as trustee, treasurer and management adviser to five charities. I believe my executive career and charity roles have equipped me with the ability to identify, understand and resolve a wide range of business issues.I am a confident adviser, negotiator, networker and influencer and have taken responsibility to develop strategic visions and deliver to strategic objectives.In my executive career I have developed, grown and sold a business and been widely recognised as an influential management consultant to a significant number of organisations.For senior distribution and sales teams at investment management firms I have worked to differentiate investment propositions and develop programmes to improve client management effectiveness. With experience in manager selection I have helped investment management firms to identify competitive strengths and weaknesses.My key skills include:→ Consensus building→ Distribution in investment management→ Strategic vision→ Corporate transactions→ Management consultancy→ Vision and Values→ Portfolio Management→ Manager Research→ Stakeholder Management→ Independent Scrutiny→ Market Research→ Client Management→ Change ManagementIn 2021 I qualified as an Ignatian Spiritual Director after having completed a 3 years' training on the Ignatian Spirituality Course at Mount Street, Mayfair and several years later was directing up to 10 directees. In 2022 I joined the Nazareth Community at St.Martin-in-the-Fields and am on the Nazareth Discernment Group here.
Jpes Partners Limited
View- Website:
- jpespartners.com
- Employees:
- 15
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AdviserJpes Partners Limited Jan 2019 - PresentJoined JPES Partners as an Adviser to provide support across a range of marketing and communications areas including client and industry perception audits, investment process consulting and preparing asset managers for effective pension fund and manager selection consultant presentations. -
Chief Executive OfficerThe Yellow Heart Trust Http://Yht.Org.Uk/ 2011 - PresentInitially as Chair of trustees and then Chief Executive of the Yellow Heart Trust (YHT) I formulated a successful strategy with the trustees of this charity whose focus is to help those suffering from Post-Traumatic Stress Disorder (PTSD) and issues related to addiction. -
TrusteeAbbado European Young Musicians Trust 2005 - PresentMy role as trustee is to ensure that the charitable fund is managed conservatively so that the trustee board can select worthy recipients of interest free loans in order to purchase musical instruments.
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Director, Client ManagementBroadridge Jul 2017 - Dec 2018Retained by Broadridge after the acquisition of Spence Johnson in July 2017 I was tasked with retaining clients and employees throughout the transition. Through clear communication of the strategic benefits of the acquisition we achieved internal and external retention in excess of expectations.Investment | Finance | Client Services | Collaboration | Retention | Key Account Management | Best Practice | Process Improvement -
Board DirectorSpence Johnson Limited 2013 - 2017London, United KingdomOversaw the development and achievement of strategy which grew the company into a saleable position. As head of personnel I recruited and retained staff to ensure that a repeatable business model was established. As key account director was responsible for repeat business rates in excess of 95%.Working collaboratively with a talented team, we achieved our five-year strategy and successfully sold the company in 2017.Data | Intelligence | Management Consulting | Executive Teams | Growth Strategy | Revenue Generation | Client Research | Market Insight -
PrincipalInvestit 2003 - 2013Worked with large firms and niche specialists to address investment, sales and client management opportunities. This was an advisory and consultative role that was fast-paced and high-volume. In ten years I completed over 120 projects to help improve and grow investment management businesses and received excellent client feedback.Operational Effectiveness | Client Management | Investment Differentiation | Research | Consulting | Independent Advice | Board Contribution | Constructive Challenge -
Senior Investment ConsultantWatson Wyatt 1997 - 2002In this role I undertook research for financial service providers, authored fifteen country books per annum, undertook global asset allocation, investment performance and fee research and developed market favourability and market entry capabilities for investment management clients.
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Director Of Specialist ResearchIntersec Research Corporation 1994 - 1997LondonConsulted globally to asset management clients and managed research programmes internationally.
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Founder And ManagerHarradine Enterprises 1991 - 1994Founded this consultancy and research company focused on the investment management industry. Delivered projects ranging from insurance company solvency research to pension fund performance analysis, all whilst training as a professional tenor at the Royal Academy of Music!
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Portfolio ManagerBaring Asset Management 1986 - 1991Portfolio Manager on UK balanced mandates specialising in UK equities and UK small cap opportunities. Also responsible for winning balanced and specialist mandates in excess of £500 million. -
Credit AnalystSamuel Montagu 1984 - 1986Intial training as an executive in banking and capital markets and was awarded a diploma in finance and banking. Experience as a credit analyst on UK companies.
Philip Robinson Education Details
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University Of Oxford, Worcester CollegeModern History -
Scholarship To Study Vocal Performance -
Graduate -
Hurstpierpoint College -
Kenton College, Nairobi, Kenya -
London Jesuit CentreSpiritual Direction
Frequently Asked Questions about Philip Robinson
What company does Philip Robinson work for?
Philip Robinson works for Jpes Partners Limited
What is Philip Robinson's role at the current company?
Philip Robinson's current role is Board member, Director, Chief Executive, Chair of trustees, Trustee, Adviser, Spiritual Director.
What is Philip Robinson's email address?
Philip Robinson's email address is ph****@****son.com
What schools did Philip Robinson attend?
Philip Robinson attended University Of Oxford, Worcester College, Royal Academy Of Music, Choate Rosemary Hall, Hurstpierpoint College, Kenton College, Nairobi, Kenya, London Jesuit Centre.
Who are Philip Robinson's colleagues?
Philip Robinson's colleagues are Alec Bennett, Toby Bromige, Charlotte Walsh, Debbie Clarke, Niels Andersen, Cfa, Elen Iorwerth, Sarah Toubman.
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Philip Robinson
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Philip Robinson
Royal Tunbridge Wells1lepide.com2 +911204XXXXXX
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