Richard Phillipson

Richard is Director of Institutional Consulting at our Dubai office, working with clients on strategic and tactical projects. Since joining Investit in 2001 Richard has led around 80 projects to help firms articulate their investment approach internally, which helps them organise themselves, and externally, which helps them make more sales. These projects have covered conventional equity, fixed income, property, hedge funds, fund-of-funds, fund-of-hedge-funds, diversified growth funds and LDI products.

He started in fund management with Schroders in 1987, which was a great year to start. In 1989 he moved to lead the team that ran 6,000 retail portfolios at NM Schroders and ran them in that form and later as unitised funds into the mid 1990s. Richard was Head of Product Development at FPAM, Sales Operations Director at Fleming Save & Prosper and Marketing Director at AXA IM UK.

Contributing to Investit Intelligence, Richard has written papers on New Product Convergence, New Product Development, Liability Driven Investing and Fair Value Pricing.