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Richard Phillips, Head of Private Debt – Jersey

As a Director and Head of our Jersey Private Debt Team, Richard has responsibility for the delivery of services to a portfolio of private debt and corporate clients. 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

Richard joined the Group in 2016 as a Senior Financial Reporting Manager, leading a team responsible for the provision of financial reporting and accounting services to our private debt client base. Since then he has been influential in the development of our a Private Debt business and was promoted to Head of our Jersey Private Debt team in 2022.

Prior to joining Aztec Group, Richard accumulated extensive experience in the finance industry working for some the UKs largest Banks. He held a number of Senior positions at TSB Bank, where he led the migration of retail debt assets from Lloyds Banking Group (“LBG”) to TSB and headed up the establishment of their financial reporting team.

Richard also previously held a position at LBG where he was responsible for Regulatory and Financial Control (Mortgages and Securitisation) reporting to the FCA and ensuring compliance with the US Sarbanes Oxley Act.

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 a sports enthusiast and if not training in the swimming pool he will probably be planning his next running challenge, frequently targeting full and half marathon races.


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