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Phillip Hilton

Phillip Hilton

Private Client Fund Manager

Followers of Phillip Hilton61 followers
location of Phillip HiltonBristol, England, United Kingdom

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  • Timeline

  • About me

    Trust Portfolio Manager

  • Education

    • Society of Trust and Estate Practitioners (England & Wales)

      -
      Diploma Full Member

    • University of Surrey

      -
      Bachelor's degree in Russian & Soviet Studies with English Law - Grade 2:1

    • Chartered Institute for Securities and Investment

      -
      Diploma Level 6

  • Experience

    • Morgan Stanley Quilter

      Feb 2000 - Feb 2004
      Private Client Fund Manager

    • Sanlam Private Investments (UK) Ltd

      Jun 2004 - Dec 2014
      Senior Portfolio Manager

    • Belgrave Asset Management Ltd

      Jul 2015 - Feb 2017
      Head Of Investment

    • Coutts

      Aug 2017 - Mar 2021
      Trust Portfolio Manager

    • Ludlow Trust Company Ltd

      Apr 2021 - now
      Trust Portfolio Manager

  • Licenses & Certifications

    • CISI Fellow & Chartered Wealth Manager

      The Chartered Institute for Securities & Investment (The CISI)

    • Trust & Estate Practitioner (England & Wales) - Full Member

      Society of Trust & Estate Practitioners