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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…

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

The most cost effective and practical solution we have encountered.

John Shea Head of Operations and Finance, Zenith Bank

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
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