James Phillips
Partner
Mr. Phillips previously worked as Head of UK and Northern Europe at Trinkler & Partners in Zurich. Prior to that, he worked at Artorius Wealth, a company he co-founded and where he was responsible for overseeing the Swiss business from its launch in 2014 until the company was sold in 2022. Mr. Phillips started his career with Lloyds Private Banking UK, later relocating to their Geneva office in 2007 where he held the position Head of Private Clients. He went on to join Credit Suisse in Zurich as a Director in the UK International Team. Mr. Phillips has extensive experience in UK Tax Planning to complement investment strategies and help wealthy individuals with their succession planning. Mr. Phillips is a father of two children, a keen snowboarder and tennis player. He is a British citizen.
Services
Strategic Partnerships for Financial Excellence
Our Partners bring decades of experience in global wealth and asset management, with backgrounds in private banking, investment advisory, and cross-border structuring. They lead client relationships and guide strategy across all service areas, from portfolio construction and wealth planning to regulatory navigation and family governance. Their role is not just strategic but also highly personal, building trust through consistent, long-term partnership.
Discretionary Accounts
Professional portfolio management with full delegation, ensuring efficient execution aligned with your risk profile and long-term goals.
Advisory Accounts
Stay in control while benefiting from expert guidance—ideal for informed investors seeking a collaborative approach.
Financial Planning
Comprehensive planning that integrates cash flow, retirement, and investment strategies to build long-term financial clarity.
Professional portfolio management with full delegation, ensuring efficient execution aligned with your risk profile and long-term goals.
Stay in control while benefiting from expert guidance—ideal for informed investors seeking a collaborative approach.
Comprehensive planning that integrates cash flow, retirement, and investment strategies to build long-term financial clarity.
Get in touch
Your Partner in financial freedom
We are committed to building lasting relationships based on trust, transparency, and excellence.
Our experts provide tailored guidance across all areas of wealth management – from optimizing assets and planning for retirement to navigating international opportunities.
Reach out to discover how a clear, strategic approach can help you secure and grow your wealth with confidence.
James Phillips
Partners
