Philip Lowe

• I currently manage and hold responsibility for a high-performance team in our Business Owner Unit. We manage and service over €2 billion of assets on our platform on behalf of our clients. I and my team provide proactive and ongoing financial and investment advice to existing and new clients.

Key Achievements

• Top percentile personal and team performance in Revenue KPI’s and OKR’s for over 15 years.
• Top percentile personal and team performance in Net New Business KPI’s and OKR’s for over 15 years.
• Zero housekeeping issues – Debits, Complaints, Errors, Issues, etc.
• Recognising, Managing, Mentoring and Developing People Talent. I have a long track record of hiring very good people who grow, thrive and develop their careers at Davy.

• Responsibility for several private client initiatives during this time including strategic planning.
• Responsible for all aspects of managing a key Private Client Team including defining team structure and defining responsibilities of team members.

Key Achievements

• Delivering on team alignment with our cultural framework and for ensuring high standards were implemented in respect of client interactions, adherence to regulatory and risk frameworks, client charter & other KPI’s.
• Responsible for creating a team culture of 'client first' ensuring the team could deliver world class outcomes for our clients and our people.
• I have initiated and introduced many of the processes and functions within Private Clients that are now best practice and standard across the floor and department.
• Recognising people talent. Managing and developing our team.
• Negotiated successful outcomes in challenging scenarios, demonstrating strong problem-solving skills.

• Responsible for delivering on SPM targets, duties and objectives at that time. High achiever in same.
• Promotion to SPM after only one year.