Philip manages client portfolios and is a member of the firm’s investment team. He sits on the firm’s Portfolio Oversight Group, which oversees portfolio construction, and plays an important role in formally challenging investment ideas through our ‘Negspresso’ process.
Philip joined Navera in 2024 after nine years with Evelyn Partners (formerly Smith & Williamson). Philip was a partner and portfolio manager across charities and private clients, and also led Evelyn Partners’ equity research on the technology sector, heading up a team of five sector specialists.
Philip graduated from the University of Cambridge with a Double First in History and still maintains a keen interest in economic history. He is a CFA® Charterholder.