Philip Rosenberg Email and Phone Number
Philip Rosenberg work email
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Philip Rosenberg personal email
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As an experienced investment leader, business developer, salesperson, and marketer, I have a proven track record of success in building and managing profitable asset management and private wealth businesses. My primary focus is delivering exceptional results and enhancing the customer experience, constantly seeking meaningful opportunities for my clients. I refer to this approach as "qualitative alpha," which is at the core of my passion for what I do. Committed to excellence, I strive to achieve outstanding outcomes for my clients and team.I am deeply committed to leadership and empowering others to thrive. Sharing my experiences and working collaboratively as a team, I aim to guide and support my colleagues to reach their full potential.Building and nurturing long-lasting relationships with clients is of utmost importance to me. Placing clients at the forefront of everything I do is not just a slogan but a genuine commitment. I genuinely care about their needs and invest time to understand and address them. This client-centric approach has led to significant growth in assets under management through solid relationships.Over the past three decades, I have collaborated with world-class fund managers, serving institutional and professional clients across Europe and the Middle East. My success has been evident in various channels, including institutional, wholesale, private wealth, and independent financial advisor sectors.My approach involves listening closely to people's needs and making a real difference by focusing on what truly matters to them. I pride myself on delivering proactive, customized solutions that meet and exceed client expectations.I am driven, loyal, honest, motivated, positive, strategic, collaborative, and constructive, and these qualities define my interactions with peers, clients, and partners.If you have any questions or want to connect, please contact me here on LinkedIn.
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Founder And Strategic AdvisorRophidahl Strategic ConsultingLondon, Gb -
Voluntary WorkCareer Break Sep 2024 - PresentI have dedicated several months to full-time volunteering, using my finance, trust management, real estate, and team management knowledge to support elderly and disabled individuals with care and compassion. I am fortunate to apply my strong background in budget management and securing financial assistance to improve the quality of life for those I serve. My volunteering responsibilities include creating safe and accessible living environments and coordinating daily care needs with empathy and understanding. I strive to make a positive difference in the lives of those I care for, ensuring they receive the support they deserve.
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Managing Director, Head Of Distribution, Middle EastGam Investments Jan 2021 - Sep 2024Zurich, ChI am an active member of the sales leadership team. I lead a small group of dedicated, customer-focused professionals and have been managing the international MFS IFA business since late 2021. With an approach that makes my region one of our most profitable businesses, we have materially increased AUM in the Middle East across all distribution channels. -
Managing Director, Head Of Distribution, IsraelGam Investments Oct 2010 - Dec 2020Zurich, ChResponsible for elevating GAM's institutional and private wealth asset management offering in Israel. I created a business that is customer-centric, substantive and profitable. I built and maintained an expansive network of more than 65 active relationships, encompassing the insurance, pension fund, banking, investment management and private wealth sectors. I initiated and managed first-to-market local registration, adding wholesale distribution. Between October 2010 and December 2017, I was a Client Director. -
Consulting Director, Wealth ManagementMulti Family Office Project Sep 2009 - Sep 2010In late 2009, I helped to set up the wealth management platform for a new multi-family office, which included building a research capability, setting partnerships with two GFIs and a bespoke service for private investment opportunity analysis. This group became a successful private wealth and structuring business with operations in southern Europe and the Middle East.
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Senior Banker - Wealth ManagementIdb Bank Nov 2008 - Aug 2009New York, Ny, UsDuring my time at the bank, I expanded the client base in the UK and internationally, focusing on fixed-income, foreign exchange, and external portfolio management. My responsibilities included establishing and leading the investment advisory board and developing in-house research capabilities, including a weekly investment advice newsletter. -
Executive Director - Private BankingJulius Baer Feb 2007 - Mar 2008Zurich, Zürich, ChOur team, myself and four new colleagues established UHNW and HNW relationships in the Middle East, southern Europe, and the CIS. One of the most valuable aspects of the opportunity was the possibility of cooperating with world-class asset allocators and investment managers. In addition, our clients benefited from investment and wealth management capabilities in Switzerland and Asia. -
Director - Private BankingEfg Bank Feb 1999 - Feb 2007Zürich, Ch, ChBuilding a fast-growing portfolio, I managed client relationships in the Middle East, the UK, and the US, with significant AUM and profitability growth. Notable achievements included Seeded 30% of a luxury real estate fund and growing high-value investment portfolios in partnership with a world-class external investment team. Offerings included fixed income, structured products, FX, hedge funds, and portfolio management through collaboration with a world-class external investment team. I was part of the investment advisory group in London, offering wealth management platforms in the UK and the Channel Islands. -
Marketing And Sales ExecutiveErmitage Group May 1996 - Jan 1999St Helier, Jersey, GbWith direct responsibility for the group's investment business in the Middle East, I built sizeable assets under management with family offices and independent financial advisers. I also led investment writing and digital marketing and introduced a CRM strategy. -
Head Of Institutional Marketing And SalesLcl Apr 1994 - Mar 1996Villejuif, Île-De-France, FrI joined to lead distribution for the bank’s new hedge fund division, managing the sales and marketing infrastructure with direct responsibility for the Middle East. -
International Marketing Manager - Managed FuturesLehman Brothers Nov 1989 - Apr 1994UsThis was the start of my asset management career; as a pioneer member of the alternative investment team. Responsibilities included intermediary sales, investment writing and product development. Notable achievements included being part of the team that launched the first daily-dealing multi-strategy hedge fund for which we attracted AUM from European and Middle East distribution.
Philip Rosenberg Skills
Philip Rosenberg Education Details
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Tlv Sound SchoolAnd Sound Engineering
Frequently Asked Questions about Philip Rosenberg
What company does Philip Rosenberg work for?
Philip Rosenberg works for Rophidahl Strategic Consulting
What is Philip Rosenberg's role at the current company?
Philip Rosenberg's current role is Founder and Strategic Advisor.
What is Philip Rosenberg's email address?
Philip Rosenberg's email address is ph****@****hoo.com
What schools did Philip Rosenberg attend?
Philip Rosenberg attended Tlv Sound School.
What skills is Philip Rosenberg known for?
Philip Rosenberg has skills like Investments, Portfolio Management, Alternative Investments, Private Banking, Asset Management, Hedge Funds, Wealth Management, Fiduciary Services, Investment Banking, Asset Allocation, Derivatives, Capital Markets.
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