Philip Rosenberg

Philip Rosenberg Email and Phone Number

Founder and Strategic Advisor @ Rophidahl Strategic Consulting
London, GB
Philip Rosenberg's Location
London, England, United Kingdom, United Kingdom
Philip Rosenberg's Contact Details

Philip Rosenberg work email

Philip Rosenberg personal email

About Philip Rosenberg

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.

Philip Rosenberg's Current Company Details
Rophidahl Strategic Consulting

Rophidahl Strategic Consulting

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Founder and Strategic Advisor
London, GB
Philip Rosenberg Work Experience Details
  • Rophidahl Strategic Consulting
    Founder And Strategic Advisor
    Rophidahl Strategic Consulting
    London, Gb
  • Career Break
    Voluntary Work
    Career Break Sep 2024 - Present
    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.
  • Gam Investments
    Managing Director, Head Of Distribution, Middle East
    Gam Investments Jan 2021 - Sep 2024
    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.
  • Gam Investments
    Managing Director, Head Of Distribution, Israel
    Gam Investments Oct 2010 - Dec 2020
    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.
  • Multi Family Office Project
    Consulting Director, Wealth Management
    Multi Family Office Project Sep 2009 - Sep 2010
    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.
  • Idb Bank
    Senior Banker - Wealth Management
    Idb Bank Nov 2008 - Aug 2009
    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.
  • Julius Baer
    Executive Director - Private Banking
    Julius Baer Feb 2007 - Mar 2008
    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.
  • Efg Bank
    Director - Private Banking
    Efg Bank Feb 1999 - Feb 2007
    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.
  • Ermitage Group
    Marketing And Sales Executive
    Ermitage Group May 1996 - Jan 1999
    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.
  • Lcl
    Head Of Institutional Marketing And Sales
    Lcl Apr 1994 - Mar 1996
    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.
  • Lehman Brothers
    International Marketing Manager - Managed Futures
    Lehman Brothers Nov 1989 - Apr 1994
    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.

Philip Rosenberg Skills

Investments Portfolio Management Alternative Investments Private Banking Asset Management Hedge Funds Wealth Management Fiduciary Services Investment Banking Asset Allocation Derivatives Capital Markets Strategy Banking Asset Managment Private Equity Investment Advisory Due Diligence

Philip Rosenberg Education Details

  • Tlv Sound School
    Tlv Sound School
    And 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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