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Profile photo of Phillip Ross

Phillip, our Chief Investment Officer, has worked within the financial services sector throughout his twenty year career. Previously working in a large financial institution Phillip undertook an MSc in Investment Analysis before gaining his professional qualifications.  

As a multi asset investment manager Phillip gained experience of managing cross asset solutions to a variety of clients - local authorities, charities and retail products. Phillip’s market knowledge and customer focus has allowed him to deliver bespoke investment solutions.

Client focus is at the heart of Phillip’s ethos. Understanding and knowing your client helps you to build solutions to match the client’s expectation. Recently he completed a Pensions Regulator Trustee training course to broaden his knowledge.

Out with work Phillip enjoys cycling and walking. As a parent he takes pleasure in supporting his children as they develop in both school and sport. Phillip is a member of the school parent council in addition to coaching rugby in Haddington.