Philip Mark David Harris

Provides financial and integrated wealth technology solutions to family offices, asset managers, fiduciaries, banks & public sector

Credit Suisse-UK is a conservative growth-oriented investment manager that focuses on capital preservation over the long term. The firm tailors their investment approach to their clients' profile and leverages the global capabilities of the Credit Suisse group. Their investment philosophy consists of bespoke portfolio management based on long-term investment themes and trends in the global equity and bond markets worldwide. Credit Suisse-UK’s core portfolios are invested globally in third-party investment products through an open architecture platform, and in funds managed within the group. Their investments are diversified across asset classes, investment strategies, regions and currencies.

RBC IM-UK invests in fixed-income and equity securities, with the majority of its investment in large-cap companies, predominantly in European and UK equities. The firm has no market cap restrictions and no particular geographic focus, and their in-house investment team coordinates research and portfolio management with other RBC offices worldwide.