Philip Stevenson established Bloomsbury Associates in 2009 on his return to New Zealand from the UK. He found there was a lack of financial advice services that focused on helping people achieve their personal aspirations and help others through their investments; whether it be their loved ones or through a charitable organisation.
Bloomsbury Associates are proud supporters of the Gillies McIndoe Research Institute.
Founder and Principal Adviser
Philip has worked in the financial services industry for more than 20 years. He has held senior management positions with FNZC, a leading New Zealand investment bank and sharebroking firm, and with FNZ, a global custodian and digital technology business which he helped found in Wellington. Prior to returning to New Zealand and establishing Bloomsbury Associates, his most recent role was UK Country Manager for Macquarie Bank in the City of London.
Philip is an Authorised Financial Adviser and an Accredited Investment Fiduciary©. He holds a Graduate Diploma in Applied Finance & Investment and an NZX Diploma from the Securities Institute of Australia, and a Bachelor of Arts (History) from Victoria University of Wellington. He is a Fellow of the Financial Services Institute of Australasia (FINSIA), and a Certified Member of the Institute of Finance Professionals NZ (INFINZ).
Principal Relationship Manager
Angie has extensive experience in sales and key client relationship roles in the insurance, investment issuer and financial advice sectors throughout Australasia. She is responsible for client care at Bloomsbury Associates. All aspects of our client interaction are managed by her to ensure our clients receive the very best experience possible.
Cell: 0276 459 155
Rachael has strong expertise in administration, operations and support roles in the asset management and professional services sectors in New Zealand and Australia.
Here at Bloomsbury Associates, Rachael works closely with our advisors and takes a key organising role in the service delivery for our clients. Rachael administers client investment portfolios, as well as performing day-to-day operational and regulatory functions. She ensures that the range of activities that are integral to the success and satisfaction of our clients are carried out in a robust and systematic manner in accordance with global standards of best practice.
Phone: (04) 282 1146
We have an extensive network of specialised knowledge on which to draw. We work alongside the best external specialists, including wealth management experts and researchers, accountants, lawyers, insurance providers and other professionals to ensure the most up-to-date, first class advice.
Damon is a CFA® charterholder. Damon's career path has included exposure to a boutique wealth management firm, a national advisory dealer group and a 'fund of hedge funds' company. Working in these differing businesses has provided him with a unique perspective across the wider investment and advisory industry in New Zealand.
Damon is the chair of the Consilium investment committee.
He has a Bachelor of Commerce majoring in Economics and Operations Research from University of Canterbury and, after joining the wealth management industry, went on to complete a Post Graduate Diploma in Business Studies (Personal Financial Planning) through Massey University. As a CFA® charterholder, Damon is bound by the CFA Institute's Code of Ethics and Standards of Professional Conduct.
Ben has a background in wealth management. Prior to moving to New Zealand, he was Chief Operating Officer at Index Fund Advisors, an advisory firm with $2.2 billion of funds under advice. His career has also seen him undertake the role of senior economic consultant, and economic manager for the Qatar Economic Free Zones.
Ben's main role is to facilitate growth and improve efficiency in Consilium partner firms, and help them achieve their strategic initiatives. He is also a member of the Consilium investment committee.
Ben is an Authorised Financial Adviser (AFA) and an Accredited Investment Fiduciary (AIF) and has a BA in History and Economics from University of California.
Dr. Bart Frijns is a Professor of Finance at AUT and the Director of the Auckland Centre for Financial Research.
Since obtaining his PhD in Finance from Maastricht University in 2004, Dr Frijns has undertaken empirical research on topics ranging from the impact of regulations on financial markets, to volatility dynamics and price setting behaviour.
His research has been published in leading international journals and he is a regular speaker at international finance conferences.
Dr Frijns is also a Financial Risk Manager certified by the Global Association of Risk Professionals and a Senior Affiliate of the Financial Services Institute of Australasia.
He is a member of the Consilium Investment Committee, with a particular focus on governance, analytical support and policy review.
Mitchell returned to New Zealand after a number of years working in Hong Kong as a Quantitative Analyst and Risk Manager for funds across a broad range of investment strategies. Mitchell's professional career has focused on financial modelling and data analysis, with significant experience in tracking, monitoring and reporting on the performance of recommended investments.
In his role at Consilium, Mitchell is an integral part of the investment committee, with a range of primary and supporting responsibilities in the areas of investment analysis, performance monitoring, supplementary fund due diligence, asset allocation and research. He is also a member of the investment committee.
Mitchell holds a Bachelor of Science (majoring in Statistics) and a Bachelor of Commerce (majoring in Management Science) from the University of Canterbury.
Mitchell is a candidate in the CFA® program and is bound by the CFA Institute's Code of Ethics and Standards of Professional Conduct.
* Our external investment committee is provided by Consilium NZ
The Gift Trust is a philanthropic charity that offers our clients a unique way to donate more efficiently and effectively to charitable organisations.
The Gift Trust sets up donor-advised funds called 'Gift Accounts' through which our clients can donate to charities of their choice. Bloomsbury Associates manages the Gift Account investments while The Gift Trust takes care of the charity-related liaison and due diligence.
As soon as clients put money into the account, they can receive the tax credit and so funds can be invested for tax-free growth.
CEFEX (Centre for Fiduciary Excellence) is an independent global assessment and certification organisation. It assesses professional financial advisors through a rigorous annual audit process.
Bloomsbury Associate's CEFEX certification means we exceed minimum regulatory standards, have high standards of global fiduciary best practice and always place our clients' interests first.