Gale & Phillipson Overview

  • Type
  • Wealth Management Firm
  • Founded
  • 2005
Founded
  • Professionals
  • 9
Professionals
  • AUM
  • 00.00

Gale & 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

Year Founded
2005
Open To Secondaries
0000
Open To First Time Founds
00000
Institution Type
Wealth Management Firm
Primary Contact
00000 0000000
Title
Investment Director
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 & 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 & Phillipson Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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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 & Phillipson Team (10)

Name Title Office
David Carr Chief Executive Officer, Board Member & Member of the Investment Committee London, United Kingdom
Adam Galache-Brown Chief Operating Officer London, United Kingdom
Phil Morris Director of Distribution London, United Kingdom
Paul Bain Wealth Planning Adviser Richmond, United Kingdom
Tim Piper Wealth Planning Adviser Richmond, United Kingdom
You’re viewing 5 of 10 team members. Get the full list »

Gale & Phillipson Board Members (1)

Name Representing Role Since
David Carr Gale & Phillipson Chief Executive Officer, Board Member & Member of the Investment Committee 000 0000
To view Gale & Phillipson’s complete board members history, request access »