Phil Barca

Senior Portfolio Manager

Specialist in:

I am directly responsible for the management of investment portfolios for over 750 high net worth clients.

I construct investment strategies and portfolios for clients and actively manage these in order to optimise outcomes. I conduct portfolio reviews and communicate regularly with clients about the progress of their investment portfolios.

As an investment specialist with many years’ experience in wealth management, I enjoy the challenge of creating investment solutions to enhance long term performance. I embrace the high level accountability that comes with our high conviction investment approach and I enjoy working for a company that values its clients and treats each as an individual.

Specialist in:

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