Areas of expertise
Charities, Private Clients, Defined Benefit Pension Schemes
Philip joined the Smith & Williamson graduate programme in 2015 and is an Associate Director on the Charities Team. He graduated from Cambridge University with a double first in history and is a CFA Charterholder. Alongside his role in managing portfolios Philip is also one of the firm’s equity analysts, specialising in payment companies.
- University of Cambridge (2015), Double First in history
- Chartered Wealth Manager Qualification (2016)
- CFA Charterholder (2019), all levels passed in top 10% of candidates