Profil
Mr. Philip S.
Wynn is Client Director at Brown, Shipley & Co. Ltd. Mr. Wynn joined the firm in May 2015 to provide a full range of investment and wealth management services to clients.
He has over 25 years experience.
He was with Lloyds Private Banking for the last 15 years, for the last 10 of those as Senior Private Banking Manager at Lloyds Mayfair Private Banking looking after high net worth clients.
Mr. Wynn holds a number of financial services qualifications with CISI and CII at diploma and advanced diploma level.
Anciens postes connus de Philip Stephen Wynn
| Sociétés | Poste | Fin |
|---|---|---|
Brown, Shipley & Co. Ltd.
Brown, Shipley & Co. Ltd. Investment ManagersFinance Brown Shipley creates an investment plan that is adaptable and reflects client’s attitudes and aspirations. The firm has five investment profiles – cautious, income, balanced, growth and dynamic – which cover a broad range of personal objectives and investment approaches. Their investment types and asset classes include equities, fixed income, bonds, cash, collectives, alternatives and structured products. The investment policy committee oversees the firm’s research and asset management. | Gestionnaire de Portefeuille-Actions | 01/07/2020 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Brown, Shipley & Co. Ltd.
Brown, Shipley & Co. Ltd. Investment ManagersFinance Brown Shipley creates an investment plan that is adaptable and reflects client’s attitudes and aspirations. The firm has five investment profiles – cautious, income, balanced, growth and dynamic – which cover a broad range of personal objectives and investment approaches. Their investment types and asset classes include equities, fixed income, bonds, cash, collectives, alternatives and structured products. The investment policy committee oversees the firm’s research and asset management. | Finance |
















