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Ben Phillips
Partner
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Ben is a partner in Oliver Wyman’s Insurance and Asset Management Practice, based in New York.

As a trusted advisor, he provides personal advise to CEOs of the world’s largest asset management firms. Ben works closely with clients worldwide to develop corporate strategies and improve their competitive positioning and financial performance.

With more than 25 years of experience in the global asset and wealth management industry, Ben advises clients across public and private investments, retail and institutional distribution, business management, cost optimization and enterprise-wide organizational structure. He has also played roles in several merger and acquistion (M&A) transactions, focusing on strategy and commercial due diligence. Ben leads consulting engagements in North America, Europe and Asia, and has contributed to the development of consulting talent across the globe.

Throughout his career, Ben has served as a strategy consultant, investment banker, and industry analyst, advising leaders of fund management firms globally. He is an expert at identifying and outlining key secular trends reshaping the global marketplace, composing data-driven analysis, and authoring thought leadership. Ben regularly speaks at major industry conferences and is frequently quoted in the press, including The Wall Street Journal, Financial Times, Bloomberg, and CNBC.

Growth is survival, and that means competing with others — for clients, talent, and dollars. Leaders need to make harder decisions with less information. If I can help an asset management organization stand out from peers and grow faster as a result, then I’ve done my job

Before joining Oliver Wyman, Ben spent nearly 15 years as a senior partner with Casey Quirk, consultants in the asset management industry. There he played a pivotal role in tripling practice revenues and organizing international expansion. His most recent role was at Broadridge Financial Services, where he led efforts to build an advisory and strategy consulting practice using the firm’s proprietary data. Ben also served as a managing director with Jefferies Putnam Lovell, focusing on asset management and M&A transactions, and with the industry research firm Cerulli Associates, where he helped increase revenues by 20% and spent three years in London establishing the firm’s international presence.

Ben holds Master of Business Administration degrees from both Columbia Business School and London Business School, and a Bachelor of Science degree in journalism, summa cum laude from Boston University.

When not advising clients, Ben enjoys running, though completing a half-marathon remains a goal. He lives outside New York City with his wife, Stacey, and their sons.