For over 25 years, Philip has worked with wealthy families and institutional clients both in the UK and abroad. Throughout a varied career, from investment banking with HSBC and Merrill Lynch to working in private equity and real estate Philip draws on a depth of experience to help his clients with all aspects of their wealth.

Philip Dragoumis, Director

Education and Certifications

1995 BA. Oxford University

2000 MSc Finance London Business School

2016 Diploma in Financial Planning

2022 Chartered Wealth Manager

2021 Certified Financial Planner