Profile icon Tick icon small Search icon Mobile nav icon Pin icon Linkedin icon Facebook icon Instagram icon Email icon Telephone icon Arrow down icon Logo 3694 Contact

Richard Phillips,
Director, Global Client Relationship Lead

Based in Jersey, Richard has responsibility for the Global client delivery and business development for one of our leading Private Equity clients. This involves leading relationship teams in multiple jurisdictions and overseeing core 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 the strategic service offering, advising on policies, procedures and system enhancements. He also works collaboratively with other service areas to optimise the Global account strategy.

Background and experience

Richard joined the Group in 2016 and has been influential in the development of our Private Debt business. He was promoted to Head of our Jersey Private Debt team in 2022, before taking his role as a Global account lead in August 2023.

Prior to joining Aztec Group, Richard accumulated extensive experience in the finance industry working for some of 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.


Aztec Group eNews

Aztec Group Careers Newsletter