Gale and Phillipson Overview

  • Type
  • Wealth Management Firm

  • Founded
  • 2015

Founded
  • Professionals
  • 9

Professionals
  • AUM
  • 00.00

Gale and Phillipson General Information

Description

Gale & Phillipson is a wealth management firm based in Richmond, United Kingdom. Established in 2005, the firm is an independent whole-of-market financial planning and investment management firm, offering services to personal, corporate, and trustee clients. The firm's services include a whole-of-market discretionary cash management service, a discretionary multi-asset investment management service, and advisory investment management, which are designed to meet the client's needs. The assets of the firm are managed by the executive management team.

Contact Information

Formerly Known As
Easby Gale & Phillipson, Jonathanfry
Year Founded
2015
Open To Secondaries
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Open To First Time Founds
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Institution Type
Wealth Management Firm
Primary Contact
00000 0000000
Title
Investment Director & Board Member
Email
00000.0000000@00000000000000000.00.00
Phone
+00 (0)00 0000 0000
Primary Office
  • Gallowfields House
  • Fairfield Way, North Yorkshire
  • Richmond DL10 4TB
  • England, United Kingdom
+44 01748 000000

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Gale and Phillipson Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Gale and Phillipson Investment Allocations

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  • Target PE:
    Current PE:
    42.00 %  Actual
  • Target Real Estate:
    Real Estate:
    42.00 %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

Gale and Phillipson Team (12)

Name Title Office
David Carr Chief Executive Officer, Board Member & Member of the Investment Committee London, United Kingdom
Adam Galache-Brown Chief Operating Officer, Board Member & Technical Director London, United Kingdom
Andrew Moore Managing Director & Board Member Richmond, United Kingdom
Angelica Carr Board Member & Strategist Richmond, United Kingdom
Paul Bain Wealth Planning Adviser Richmond, United Kingdom
You’re viewing 5 of 12 team members. Get the full list »

Gale and Phillipson Board Members (5)

Name Representing Role Since
Andrew Moore Gale and Phillipson Managing Director & Board Member 000 0000
Angelica Carr Gale and Phillipson Board Member & Strategist 000 0000
Darren Shur Gale and Phillipson Board Member 000 0000
David Carr Gale and Phillipson Chief Executive Officer, Board Member & Member of the Investment Committee 000 0000
Peter Griffin Gale and Phillipson Investment Director & Board Member 000 0000
To view Gale and Phillipson’s complete board members history, request access »