Phil Atkinson

Phil Atkinson is an experienced financial professional currently serving as an Executive Director at Bank J. Safra Sarasin Ltd since September 2021, specializing in financial strategies advisory and multi-asset services for private wealth clients and family offices. Prior to this role, Phil held various leadership positions at Credit Suisse, including Director of Global Multi-Asset Sales and Director of Sales and Trading Services, where responsibilities focused on providing advisory services to direct access clients. Earlier experience includes serving as an Executive Director at Morgan Stanley in FX Sales Trading and an Operations Analyst at Dresdner Kleinwort Wasserstein. Beginning a career in operations at NatWest Markets, Phil holds a Bachelor of Arts degree in Economics from the University of the West of England.