Philip Robinson
Adviser at JPES Partners Limited- Claim this Profile
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Bio
Credentials
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Diploma of Finance, MA (Oxon), LRAM, Diploma of Vocal Performance (Royal Academy of Music), Qualified as Spiritual Director on 3 year Ignatian Spirituality Course
London Centre for Spiritual DirectionJul, 2021- Nov, 2024
Experience
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JPES Partners
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United Kingdom
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Public Relations and Communications Services
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1 - 100 Employee
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Adviser
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Jan 2019 - Present
Joined JPES Partners as an Adviser to provide support across a range of marketing and communications areas including client and industry perception audits, investment process consulting and preparing asset managers for effective pension fund and manager selection consultant presentations. Joined JPES Partners as an Adviser to provide support across a range of marketing and communications areas including client and industry perception audits, investment process consulting and preparing asset managers for effective pension fund and manager selection consultant presentations.
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THE YELLOW HEART TRUST
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United Kingdom
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Civic and Social Organizations
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Chief Executive Officer
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2011 - Present
Initially as Chair of trustees and then Chief Executive of the Yellow Heart Trust (YHT) I formulated a successful strategy with the trustees of this charity whose focus is to help those suffering from Post-Traumatic Stress Disorder (PTSD) and issues related to addiction. Initially as Chair of trustees and then Chief Executive of the Yellow Heart Trust (YHT) I formulated a successful strategy with the trustees of this charity whose focus is to help those suffering from Post-Traumatic Stress Disorder (PTSD) and issues related to addiction.
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Trustee
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2005 - Present
My role as trustee is to ensure that the charitable fund is managed conservatively so that the trustee board can select worthy recipients of interest free loans in order to purchase musical instruments. My role as trustee is to ensure that the charitable fund is managed conservatively so that the trustee board can select worthy recipients of interest free loans in order to purchase musical instruments.
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Broadridge
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United States
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Financial Services
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700 & Above Employee
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Director, Client Management
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Jul 2017 - Dec 2018
Retained by Broadridge after the acquisition of Spence Johnson in July 2017 I was tasked with retaining clients and employees throughout the transition. Through clear communication of the strategic benefits of the acquisition we achieved internal and external retention in excess of expectations. Investment | Finance | Client Services | Collaboration | Retention | Key Account Management | Best Practice | Process Improvement Retained by Broadridge after the acquisition of Spence Johnson in July 2017 I was tasked with retaining clients and employees throughout the transition. Through clear communication of the strategic benefits of the acquisition we achieved internal and external retention in excess of expectations. Investment | Finance | Client Services | Collaboration | Retention | Key Account Management | Best Practice | Process Improvement
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Spence Johnson
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United Kingdom
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Financial Services
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Board Director
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2013 - 2017
Oversaw the development and achievement of strategy which grew the company into a saleable position. As head of personnel I recruited and retained staff to ensure that a repeatable business model was established. As key account director was responsible for repeat business rates in excess of 95%. Working collaboratively with a talented team, we achieved our five-year strategy and successfully sold the company in 2017. Data | Intelligence | Management Consulting | Executive Teams | Growth Strategy | Revenue Generation | Client Research | Market Insight Show less
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Investit
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Investment Management
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1 - 100 Employee
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Principal
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2003 - 2013
Worked with large firms and niche specialists to address investment, sales and client management opportunities. This was an advisory and consultative role that was fast-paced and high-volume. In ten years I completed over 120 projects to help improve and grow investment management businesses and received excellent client feedback. Operational Effectiveness | Client Management | Investment Differentiation | Research | Consulting | Independent Advice | Board Contribution | Constructive Challenge Show less
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Senior Investment Consultant
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1997 - 2002
In this role I undertook research for financial service providers, authored fifteen country books per annum, undertook global asset allocation, investment performance and fee research and developed market favourability and market entry capabilities for investment management clients. In this role I undertook research for financial service providers, authored fifteen country books per annum, undertook global asset allocation, investment performance and fee research and developed market favourability and market entry capabilities for investment management clients.
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Director of Specialist Research
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1994 - 1997
Consulted globally to asset management clients and managed research programmes internationally. Consulted globally to asset management clients and managed research programmes internationally.
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Founder and Manager
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1991 - 1994
Founded this consultancy and research company focused on the investment management industry. Delivered projects ranging from insurance company solvency research to pension fund performance analysis, all whilst training as a professional tenor at the Royal Academy of Music! Founded this consultancy and research company focused on the investment management industry. Delivered projects ranging from insurance company solvency research to pension fund performance analysis, all whilst training as a professional tenor at the Royal Academy of Music!
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Barings
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United States
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Financial Services
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700 & Above Employee
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Portfolio Manager
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1986 - 1991
Portfolio Manager on UK balanced mandates specialising in UK equities and UK small cap opportunities. Also responsible for winning balanced and specialist mandates in excess of £500 million. Portfolio Manager on UK balanced mandates specialising in UK equities and UK small cap opportunities. Also responsible for winning balanced and specialist mandates in excess of £500 million.
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Credit Analyst
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1984 - 1986
Intial training as an executive in banking and capital markets and was awarded a diploma in finance and banking. Experience as a credit analyst on UK companies. Intial training as an executive in banking and capital markets and was awarded a diploma in finance and banking. Experience as a credit analyst on UK companies.
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Education
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1981 - 1984
University of Oxford, Worcester college
Master of Arts (MA), Modern History -
1991 - 1994
Royal Academy of Music
Diploma, LRAM, Scholarship to study vocal performance -
1980 - 1981
Choate Rosemary Hall
ESU scholarship, Graduate -
1973 - 1980
Hurstpierpoint College
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1970 - 1973
Kenton College, Nairobi, Kenya
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2018 - 2021
London Jesuit Centre
Spiritual Director diploma, Spiritual Direction
Community
