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Phillip Yates

Philip Yates



Philip has over 25 years of experience in investment banking. Philip has held a number of management positions at each of Merrill Lynch, including co-head of Global Mergers and Acquisitions and head of Investment Banking for Europe, Middle East and Africa, and S.G. Warburg, where he started his banking career and later became Head of UK Mergers and Acquisitions and Corporate Finance. His most recent position was at PWP as a senior advisor, joining Planixs as a Non-Executive Director in 2014 and becoming Chairman in 2016.

Philip read Law at Jesus College, Cambridge and practiced as a corporate lawyer before moving into investment banking.

Other members of the team…

We are very happy to have selected Planixs’ Realiti software as the solution for our real-time treasury transformation. After assessing options available in the market, we decided that Realiti was the right solution to meet our needs and provide us with true, real-time insight. This will translate into increased efficiencies in Treasury which ultimately translates to increased efficiency across our retail and wholesale customer base. We look forward to a long-term relationship with Planixs

Brendan Bane Head of Treasury at Allied Irish Banks (AIB)

We are delighted to have selected Planixs’ Realiti® Suite as our future solution for BCBS 248 regulatory reporting and to manage our cash and liquidity in real-time. We assessed the full solution market and selected Realiti® as it is the best solution to meet our functional and performance needs and we look forward to a rapid implementation based on their latest product offerings.

Thierry Nardon Head of Treasury at Landesbank Baden-Württemberg (LBBW)

By implementing Planixs’ Realiti® Essentials we have met our three core objectives: meet BCBS248 regulatory compliance; manage our intraday liquidity; and implement rapidly at low cost. Our business users are delighted with the new capability and the return on investment has been almost immediate.

Leading UK Bank Head of Treasury & Markets

We are delighted to have selected Planixs’ Realiti Suite to support BCBS 248 regulatory reporting requirements and to manage our cash and liquidity in real-time. When assessing the application vendor market, Planixs’ Realiti software stood out by far as the best solution to meet our needs. We look forward to working with Planixs and improving our liquidity management capabilities.

Jérôme Benoit Head of Products & Markets Business Support at Banque Internationale à Luxembourg (BIL)

We are pleased to have implemented the latest release of Realiti® and with the impact it will have on our business.

Global Head of Funding and Liquidity Management Leading Global Bank

We implemented Realiti® as it is the most comprehensive solution in the market to address our intraday liquidity monitoring tasks. Our experience of using the live system is proving so positive that we are very pleased to extend our contract for a further three years.

Sam Reynolds-Boison Head of Finance. Ghana International Bank

Realiti® software represented an effective one-stop solution to the gathering of transactional data across both clearing and correspondent banks to meet the upcoming intraday liquidity reporting requirements.

Head of Operations Europe Arab Bank

Realiti® is the most cost-effective and practical solution we have encountered.

John Shea Head of Operations and Finance, Zenith Bank
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