Philip Mayer Email & Phone Number

London, Gb

Relationship Manager (2021 - 2023)• Day-to-day coverage of some of the largest and most complex families and Family Offices in the UK• Co-ordinate all Private, Corporate and Capital Markets needs for families across the bank• Deliver full Private Banking services across Investments (Public and Private Markets), Credit (Mortgages, Lombard Lending and Structured Lending), Liquidity Management, Wealth Advisory and PhilanthropyHead of UK Family Office Team (2017 - 2021)• Responsible for a team of Relationship Managers focused on Family Offices• Developed, co-ordinated and improved the Family Office offering• Subject Matter Expert on multiple projects (direct investments, derivatives, tech platforms, regulatory framework, etc.)• Public speaking and thought leadership to increase visibility across the market

Zurich, Zürich, Ch

Head of Investment Advisory & Markets UK• Responsible for a team of Investment Advisors and Market Professionals• Member of the Executive Committee, Risk Committee, Investment Solutions Committee and various other committees• Leading a large and complex Structured Product project

Head of Advisory Services• Responsible for the setup and all aspects of the Advisory Offering: content and investment idea generation across all asset classes and risk profiles, product shelf creation and ongoing management, marketing, regulatory requirements, risk management framework, commercial strategy.• Member of the Asset Allocation committee voting on all strategic and tactical investment decisions for discretionary portfolios.• Responsible for Commodities and all Structured Products.• Publication of Newsletter with favourite investments and tactical ideas.

New York, Ny, Us

Head of Emerging Markets Investments (2011-2012)• Responsible for a team of 16 people covering UHNW clients in Greece, Turkey, Israel, Russia, Eastern Europe and Scandinavia. Provided Discretionary and Advisory investment services across all asset classes.• Personally covered the Greek market. Won significant discretionary mandates in 2011. Regularly provided market updates at EMEA morning calls. Helped set up and build the Scandinavian business.Head of London International Investments (2009-2011)• Responsible for a team of 17 people covering UHNW clients in the Middle East, Emerging Markets, UK Res-Non-Dom and Continental Europe. Restructured the team into separate markets. Hired 8 senior and junior investment advisors.• Personally covered the Greek and Middle East markets. Grew those markets during very challenging times. Presented the macro outlook and investment recommendations at road shows.Senior Investment Advisor (2003-2009)• Responsible for the Greek and Middle East Markets. Advised some of the largest relationships in the Private Bank.• Won significant multi-asset class and Hedge Fund mandates. Provided exotic FX derivatives advice, sold Private Equity funds, advised on cash management strategies, customised Equity Structured Products. Travelled extensively to Greece, Saudi and Kuwait.Investment Specialist (2002-2003)• Supported a team of 5 Investment Advisors.• Produced pitching materials, performance reviews, portfolio analysis, investment recommendations and provided trading support.Banker Analyst (2000-2002)• Supported a team of 6 bankers covering the Middle East.• Produced portfolio reviews, macro analysis, market overviews and developed customised reports that are still being used. Successfully helped defend the business when most of the team left.

Master'S In Finance, Finance And Marketing

Finance And Marketing

Education record