Philippa Gray

I’m a high‑impact, accountable, relationship director with 25 years in investment management, recognised for establishing and managing long-standing, positive relationships with highly influential consultants. With deep institutional experience, I understand client expectations, governance structures and best practice communication required to maintain, nurture and grow relationships.

A credible and energising culture carrier, I combine transparent communication, decisive stakeholder management and rigorous strategic account planning to drive engagement and influence outcomes. I cut through complexity, build trust with clients and internal stakeholders, and mobilise cross‑functional teams around a coherent strategy.

Self-assurance, learner, achiever, futuristic and relator

• Maintaining client trust and accelerating growth - I’m commercially focused, protecting existing client assets through proactive account planning, internal stakeholder management and spotting opportunities to broaden and deepen client relationships
• Strategic partnerships - I champion our strategies across the UK consultant ‘gatekeeper’ landscape, using deep relationships and insight to secure and defend strong buy ratings across multiple asset classes
• Financial markets navigation -I bring hands‑on expertise in financial services, with a particular focus on multiple asset classes
• Relationship management - I’m trusted to manage relationships at C‑suite level, maintaining confidence and continuity through complex events
• Clear, impactful communicator - cut through complexity with clear, compelling communication — translating market capabilities into outcome‑driven messages that resonate with clients and empower them to support their clients with confidence
• Leadership through change - I lead cross‑functional teams through business change with clarity and energy, keeping colleagues engaged and ensuring culture is consistently carried

• AUM preservation and growth - proactively managed the UK consultant landscape to protect institutional assets under management, while identifying and driving cross-sales opportunities across DB (segregated and pooled), DC and insurance channels
• Strategic rating retention - successfully navigated Investment Consultants through a major corporate merger and rebrand, maintaining 100% of positive ratings for core strategies and securing new ratings in a highly competitive environment
• High-impact account planning - architected and implemented comprehensive strategic account plans, aligning cross-functional senior leaders to ensure consistent messaging and "one voice" to Investment Consultant firms
• Change leadership - led a team of 5 through organisational transformation, maintaining high engagement scores via surveys and ensuring continuity of service levels to clients

As Chair of the Parent Council at the Royal High School, I’ve built a deep understanding of the school, acting as a collegiate communicator who brings parents and staff together — including escalating key issues to local councilors to ensure they are heard and addressed.

• Outlook
• Microsoft - Excel, Word, PowerPoint
• SalesForce
• Co-pilot

• Investment Management Certificate (IMC)
• Introduction to Securities and Investments
• Financial Planning (Certification 1)
• Graduate Executive Assistant Skills (Distinction): Pitman Training College