1/7
- Presentation of corporates to Equity Capital Market (ECM) desks varying from pre-IPO companies to potential secondary and primary raisings by existing listed companies.
- Introduction of Angel Investors, Venture Capital and Corporate Investors, including high net wealth individuals and family offices.
- Bespoke execution advisory on a case-by-case basis. This could include projects such as best execution and transaction cost analysis (TCA), how to trade in ID markets, trade ideas and alpha capture as well as use of retail flow and signals associated with it.
- Extensive buy side client network, comprising of over 140 institutions, sovereign wealth funds, family offices and hedge funds.
- Cross selling of research and corporate access into institutions.
Prior to starting Foreshore Investment Holdings in 2020 Phil worked for Citigroup Global Markets in Hong Kong and London where he ran a diverse 90 person team across Pan Asia that included Japan and Australia. His role was focused on collapsing execution channels, maximizing net revenue/margins, Blocks, IOI’s, crossing and “Best Execution” post MiFID 2. Phil has strong client relationships built over 25+ yrs via a player/manager style, many of which he still has to this day. He was an active participant at conferences including Asian Trader Forum and the SFSTA. Whilst at Citi he took them to a consistent Top 5 McLagan for Pan Asia, and the team was rated number 1 by Greenwich in 2018 for Asian Equity Sales Trading & Execution Service Quality, Asian Equity Electronic Trading Product & Service Quality.
Citi Timeline:
2016 to 2019: Hong Kong – MD, Pan Asia Head of Execution Services
2009 to 2016: Hong Kong – MD, Head of Asian Equity Sales Trading
2007 to 2009: Hong Kong – Asian Equity Hedge Fund Sales Trader
2004 to 2007: London Office – European Equity Hedge Fund Sales Trader
Before joining Citi, Phil had a variety of different roles on the sell and buy side including:
CSFB (Europe) Ltd, London
2000 to 2004: Director, European Hedge Fund Sales Trading
1998 to 2000: Program Trading Sales
BZW (Asia) Ltd, Hong Kong
1995 to 1998: Asian Sales Trader
Newton Investment Management, London
1993 to 1995: Overseas Equities Dealer
Copyright © 2023 PJS - All Rights Reserved.
Powered by GoDaddy
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.