Matthew David Phillips
Director/Board Member at Trinitas Academy Trust
Profile
Matthew David Phillips is currently the Head of Integration at CG Wealth Planning Ltd.
and a Trustee at Trinitas Academy Trust.
Previously, he worked as an Investment Director at BDO Investment Management Ltd.
from 2011 to 2011 and as 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 CG Wealth Planning Ltd. (CGWPL) is a wealth management firm headquartered in London, UK. The firm was founded in 2012 and is a subsidiary of Canaccord Genuity Wealth Ltd., ultimately held by Canaccord Genuity Group, Inc. (TSE: CF) in Canada. CGWPL offers a broad range of wealth management solutions to institutions and advisers. They also offer onshore and offshore investment management services to their clients which includes charities, governments, mutual and captive insurers, pension schemes and trusts. | Portfolio Manager-Equities | 2014-11-30 |
Trinitas Academy Trust
 Trinitas Academy Trust Other Consumer ServicesConsumer Services Trinitas Academy Trust is a non-profit company based in Belvedere, UK. The British company is focused on providing educational services. The CEO of the company is Ian Collins. | Director/Board Member | - |
Former positions of Matthew David Phillips
| Companies | Position | End |
|---|---|---|
BPI 55 Ltd.
 BPI 55 Ltd. Investment ManagersFinance BPI 55 Ltd. is based in London, UK. The British company's brands, including orka works, provide a platform that connects employers with workers. Through orka works, employers can easily find and hire workers, who are also verified for work. Additionally, orka pay allows workers to have flexibility in choosing their pay day. BPI 55 Ltd. is a company founded in 2011. | Portfolio Manager-Equities | 2014-11-30 |
| BDO Investment Management Ltd. | Chief Investment Officer | 2011-07-21 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
| BDO Investment Management Ltd. | Finance |
BPI 55 Ltd.
BPI 55 Ltd. Investment ManagersFinance BPI 55 Ltd. is based in London, UK. The British company's brands, including orka works, provide a platform that connects employers with workers. Through orka works, employers can easily find and hire workers, who are also verified for work. Additionally, orka pay allows workers to have flexibility in choosing their pay day. BPI 55 Ltd. is a company founded in 2011. | Finance |
CG Wealth Planning Ltd.
CG Wealth Planning Ltd. Investment ManagersFinance CG Wealth Planning Ltd. (CGWPL) is a wealth management firm headquartered in London, UK. The firm was founded in 2012 and is a subsidiary of Canaccord Genuity Wealth Ltd., ultimately held by Canaccord Genuity Group, Inc. (TSE: CF) in Canada. CGWPL offers a broad range of wealth management solutions to institutions and advisers. They also offer onshore and offshore investment management services to their clients which includes charities, governments, mutual and captive insurers, pension schemes and trusts. | Finance |
Trinitas Academy Trust
Trinitas Academy Trust Other Consumer ServicesConsumer Services Trinitas Academy Trust is a non-profit company based in Belvedere, UK. The British company is focused on providing educational services. The CEO of the company is Ian Collins. | Consumer Services |
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