Philip Stewart is Head of Global Business Development for Holdun Family Office that
provides Investment Management and Estate Planning solutions, and Holt Financial,
which is a Digital Bank and Exchange due to launch in September 2019.
Philip joined Holdun Family Office in April 2015 and opened the Cayman Islands
office. Between 2007-2015 he was a Senior Private Banker with Coutts & Co and
RBC Wealth Management based permanently in the Cayman Islands. Prior to his
move to the Cayman Islands, Philip worked in the City between 2002-2006 for
Schroder’s Asset Managers working as an Equity analyst for the Schroder UK Alpha
Plus Fund performing risk and attribution analysis.
Philip works with a number of institutional clients, high net worth individuals and
ultra high net worth families throughout North America and the Caribbean. He
advises on holistic wealth management solutions, including succession planning
through the use of Cayman Islands Trusts, long-term diversification of assets
through Private Equity, Real Estate and Alternative Investments, plus Banking and
In his role as Head of Business Development Philip specializes in introducing the
Holdun suite of funds to an international audience, is a member of the Holdun
Investment Committee, and is now working to build the brand awareness of Holt
Philip is a recognized financial advisor in the UK, Canada and Switzerland. He also
has a Bachelor of Science degree from the University of Liverpool and holds the
STEP Advanced Family Business Advisor qualification.