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  3. Ben Phillips to head Broadridge’s asset management global advisory services
People moves news

Ben Phillips to head Broadridge’s asset management global advisory services


04 November 2021 US
Reporter: Carmella Haswell

Generic business image for news article
Image: Broadridge
Broadridge hires Ben Phillips as head of asset management global advisory services for its New York office.

The appointment is part of Broadridge’s ongoing distribution focused business growth strategy, Broadridge’s Advisory Services is building on its data analytics and research capabilities for global asset managers.

This unit brings together a team of industry experts coupled with data, analytics, and insights to empower global asset managers as they navigate changing industry trends to accelerate growth, according to the firm.

Phillips brings nearly 25 years of experience to the role, helping companies in the global asset and wealth management industries improve their competitive positioning and financial performance.

He served as principal, investment management lead strategist at Casey Quirk by Deloitte for 13 years. His previous roles include managing director of strategic analysis with investment bank Jefferies Putnam Lovell, and managing director at Cerulli Associates.

Commenting on the hire, Dan Cwenar, president of Broadridge Data and Analytics, says: “As the asset management industry navigates a dynamic, disruptive environment, the importance of data- driven decisions and critical market insights are key ingredients for strategic and business planning. Under Ben’s leadership, Broadridge’s data, analytics, and team of experts will provide a world-class advisory service for global asset managers.”

Phillips adds: “Having watched the company grow their data and analytics business and expand into additional services is truly exciting. I look forward to working with this talented team to build and help clients grow their businesses through effective distribution strategies.”
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