Phil Grundy

Head Of Oversight - Financial Planning at Evelyn Partners

Phil Grundy (FCCA) has a diverse work experience spanning over two decades. Phil is currently working at Evelyn Partners since 2014, holding multiple roles including Head of Oversight - Financial Planning and Business Management & Control. Prior to this, they worked at Deutsche Bank as the Head of Business Risk & Control - UK Asset & Wealth Management Division from 2007 to 2014. Phil also worked at Evelyn Partners as the Group Risk Manager from 2004 to 2007. Before that, they worked at Bank of New York as a Compliance Manager from 2002 to 2004. Phil's career began at Evelyn Partners as an Accountant, where they worked from 1997 to 2002.

Phil Grundy (FCCA) completed their education at the University of Central Lancashire from 1993 to 1996. Phil pursued a Bachelor of Arts degree with Honors in the field of Accounting and Finance during this time.

Links

Previous companies

Deutsche Bank logo
BNY Mellon logo

Timeline

  • Head Of Oversight - Financial Planning

    November, 2022 - present

  • Business Management Control

    March, 2017

  • Head Of Risk Management

    August, 2014

  • Group Risk Manager

    August, 2004

  • Accountant

    May, 1997