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Phillip Yates

Philip Yates



Philip has over 30 years of investment banking transactional experience, specialising in M&A and corporate finance. During his banking career, Philip also held a number of management positions at each of S.G. Warburg, where he became Head of UK Investment Banking, Merrill Lynch, where his roles included Head of Global M&A and Head of European Investment Banking, and Perella Weinberg Partners, where he was a founding partner and Head of the European advisory business. Philip read Law at Jesus College, Cambridge and practiced as a corporate lawyer before moving into investment banking.

Philip joined Planixs as a non-executive Director in 2014 and has been Chairman since 2016.

Other members of the team…

“We are delighted to have selected Planixs’ Realiti Suite to improve our regulatory reporting capabilities and to manage our cash and liquidity in real-time. We assessed the full solution market and selected Realiti as the best solution to meet our global needs. We are looking forward to working with the Planixs team and building a long and successful relationship whilst experiencing all the benefits that Realiti offers.”

Kornelie-Reiner Steinbach Director - Head of Liquidity Management

"We are very excited about deploying Realiti and experiencing the benefits across our liquidity management processes. Furthermore, we are really pleased to have found a strategic partner in Planixs that we can work with to transform our treasury operations.”

Ross Morgan Head of Department, CFO Division Treasury Middle Office & Operations at Santander

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)

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)

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

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
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