Philip Rosenberg Email & Phone Number

London, Gb

I 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.

Zurich, Ch

I 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.

Zurich, Ch

Responsible 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.

In 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.

New York, Ny, Us

During 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.

Zurich, Zürich, Ch

Our 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.

Zürich, Ch, Ch

Building 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.

St Helier, Jersey, Gb

With 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.

Villejuif, Île-De-France, Fr

I 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.

Us

This 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.