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Richard Phillips, Director

Private Debt, Jersey

Richard is responsible for a portfolio of private debt fund and corporate structures. This involves leading client relationship teams and overseeing core outsourcing activities, including fund launches, investor onboarding and communications, company secretarial, structure administration and financial reporting.

Richard also plays a lead role in the ongoing development of our private debt strategy across the Group, advising on policies, procedures and system enhancements and supporting the Group’s business development efforts in the private debt market.

Background and experience

Appointed Director in 2020, Richard joined the Group in 2016, leading a team responsible for the provision of financial reporting and accounting services to our private debt client base.

Prior to this, Richard was a Senior Manager of Financial Reporting for TSB Bank in the UK, where he led the migration of retail debt assets from Lloyds Banking Group to TSB and headed up the establishment of their financial reporting team.

Richard’s extensive experience in the finance industry has also seen him hold positions at Lloyds Banking Group, as a Senior Manager in their Regulatory and Financial Control department reporting to the FCA, and PwC where he worked as an Audit Manager after joining the firm from university.

Qualifications

  • Fellow of the Institute of Chartered Accountants in England and Wales (chartered accountant).
  • Degree in Law from Cardiff University.

Outside of the office 

Richard is an endurance sports enthusiast. As well as having completed numerous half-marathons and marathons, he also competes in National and European swimming competitions. When he’s not training or competing, Richard enjoys winding down with a good film and a glass of wine.


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