Matthew David Phillips

Director/Board Member at

Trinitas Academy Trust

Finance

Consumer Services

Profile

Matthew David Phillips is currently the Director of Wealth Planning at CG Wealth Planning Ltd. He is also a Trustee at Trinitas Academy Trust.
Previously, he worked as an Investment Director at BDO Investment Management Ltd. from 2011 to 2011.
Before that, he was the Managing Director-Private Client Services at BPI 55 Ltd. from 2005 to 2014.

Matthew David Phillips active positions

Companies	Position	Start
CG Wealth Planning Ltd. CG Wealth Planning Ltd. Investment ManagersFinance CGWPL uses a disciplined approach in providing their investment management services. In constructing portfolio, the firm puts the long-term asset allocation framework in place first. Then they optimize the portfolios by using the combination of tactical asset allocation and underlying stock selection.	Portfolio Manager-Equities	2014-11-30
Trinitas Academy Trust Trinitas Academy Trust Other Consumer ServicesConsumer Services Operates secondary and primary schools	Director/Board Member	-

All active positions of Matthew David Phillips

Former positions of Matthew David Phillips

Companies	Position	End
BPI 55 Ltd. BPI 55 Ltd. Investment ManagersFinance Provides investment advice	Portfolio Manager-Equities	2014-11-30
BDO Investment Management Ltd. BDO Investment Management Ltd. Investment ManagersFinance Provides investment advice and solutions to private individuals and corporations	Chief Investment Officer	2011-07-21

See the detail of Matthew David Phillips's experience

Experiences
Positions held

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Private companies

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Connections

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Linked companies

Private companies	4
BDO Investment Management Ltd. BDO Investment Management Ltd. Investment ManagersFinance Provides investment advice and solutions to private individuals and corporations	Finance
BPI 55 Ltd. BPI 55 Ltd. Investment ManagersFinance Provides investment advice	Finance
CG Wealth Planning Ltd. CG Wealth Planning Ltd. Investment ManagersFinance CGWPL uses a disciplined approach in providing their investment management services. In constructing portfolio, the firm puts the long-term asset allocation framework in place first. Then they optimize the portfolios by using the combination of tactical asset allocation and underlying stock selection.	Finance
Trinitas Academy Trust Trinitas Academy Trust Other Consumer ServicesConsumer Services Operates secondary and primary schools	Consumer Services