![Phillip J. Epsley](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profile
Mr. Phillip J.
Epsley is an Investment Manager at Charles Stanley & Co. Ltd.
He has experience in managing investment portfolios for Private Clients and Clients of Intermediaries, Trusts, Charities and Friendly Societies, he also specialises in the Investment Management of SIPPs.
In 2007 he joined Williams de Broe and left in August 2012 when the company was merged into Investec Wealth and Investment.
He has been awarded the status of Chartered Fellow of the Chartered Institute for Securities and Investment in 2010.
Former positions of Phillip J. Epsley
| Companies | Position | End |
|---|---|---|
Williams de Broë Ltd.
 Williams de Broë Ltd. Investment ManagersFinance As the manager of discretionary accounts and private accounts WDB develops solutions tailored to suit the requirements of their clients. As the manager of mutual funds they aim to achieve long-term capital growth while outperforming specific indexes such as the FTSE World Index, the FTSE World Ex-UK Index, and the FTSE All Share Index. The firm places emphasis on careful stock selection and they combine in-house fundamental, quantitative and technical analysis with research from their sister firm, Evolution Securities, to provide recommendations. The WDB research department determines the overall investment strategy, although their investment managers are free to make specific investment decisions that best suit client needs, superimposing their in-house investment policy on research received from a variety of global securities houses. | Portfolio Manager-Equities | 01/08/2012 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
62
1st degree connections
1
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Williams de Broë Ltd.
Williams de Broë Ltd. Investment ManagersFinance As the manager of discretionary accounts and private accounts WDB develops solutions tailored to suit the requirements of their clients. As the manager of mutual funds they aim to achieve long-term capital growth while outperforming specific indexes such as the FTSE World Index, the FTSE World Ex-UK Index, and the FTSE All Share Index. The firm places emphasis on careful stock selection and they combine in-house fundamental, quantitative and technical analysis with research from their sister firm, Evolution Securities, to provide recommendations. The WDB research department determines the overall investment strategy, although their investment managers are free to make specific investment decisions that best suit client needs, superimposing their in-house investment policy on research received from a variety of global securities houses. | Finance |
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