Philip Bateman - Bateman's Advisory

Advising those with means to build businesses & families that flourish, for generations.

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Welcome. Philip Bateman here.

I act for a small number of successful families and business owners.

The role I play is like sitting on a Family Board, helping you articulate where

you’re trying to get to in life, then applying a risk management lens to the journey ahead.

The goal is to give you the highest degree of probable success, with the least amount of risk.

Impact - Bravo Charlie
Financial Return - Philip Bateman and Bravo Charlie

RECENT PROJECTS

Aii Teaser
aii logo temp wide 300x220
Australian Impact Investments are relied upon by several of the worlds largest wealth advisors to direct their clients assets into values aligned investments, and I worked with the Founder and her team to simplify their complexity, amplify their messaging and better engage their stakeholders.
  • Delivery
  • Visioning, strategy, implementation and supplier management
  • Audience
  • Family Offices, Institutional Capital & Advisors Firms
  • Region
  • Oceania

Philip courageously and capably guided our team – a bunch of self-confessed financial and impact geeks.  He took time to understand the multiple facets of our business, clients, and impact DNA.

– Kylie Charlton, Managing Director at Aii, Venture Partner at Giant Leap and Co-Founder Unitus Capital
Accela are an advisory and research firm accelerating the transition of Europe’s largest pension funds, portfolio and asset managers into climate-aligned outcomes. To grow their impact, I assisted the team to develop their foundational approach, and then coached them in how to conduct their stakeholder engagement.
  • Delivery
  • Visioning, strategy, stakeholder engagement and Executive Coaching
  • Audience
  • Pension Funds and relevant Advisory Groups
  • Region
  • UK and Europe

RECENT PROJECTS

Accela Research
Accela Research

Thanks for your work, Philip, in assisting Accela with our financial institution clients. Your strengths have been a valuable contribution to our future.

– Shu Ling Liaw, Chief Executive Officer, Accela Research
Philip Bateman - Bravo Charlie
Kilara are dedicated impact investors, specialising in venture capital, energy and infrastructure solution. I supported the closing of their $34M Growth Fund, based on a deep review of their strategy, then directing and managing the implementation of updates to their investor engagement systems and media.
  • Delivery
  • Visioning, Strategy, Branding, Media Production and Executive Support
  • Audience
  • High net worth, sophisticated investors and family offices
  • Region
  • Predominantly Asia-Pacific

RECENT PROJECTS

Kilara brand picture
Kilara Logo White

If you’re managing a fund or considering launching a new one, Philip should be your first port of call!

– Dr Jodi York, Chief Investment Officer, Kilara Capital
Aii Teaser
aii logo temp wide 300x220

RECENT PROJECTS

Australian Impact Investments are relied upon by several of the worlds largest wealth advisors to direct their clients assets into values aligned investments, and I worked with the Founder and her team to simplify their complexity, amplify their messaging and better engage their stakeholders.
  • Delivery
  • Visioning, strategy, implementation and supplier management
  • Audience
  • Family Offices, Institutional Capital & Advisors Firms
  • Region
  • Oceania

Philip courageously and capably guided our team – a bunch of self-confessed financial and impact geeks.  He took time to understand the multiple facets of our business, clients, and impact DNA.

– Kylie Charlton, Managing Director at Aii, Venture Partner at Giant Leap and Co-Founder Unitus Capital
Accela Research
Accela Research

RECENT PROJECTS

Accela are an advisory and research firm accelerating the transition of Europe’s largest pension funds, portfolio and asset managers into climate-aligned outcomes. To grow their impact, I assisted the team to develop their foundational approach, and then coached them in how to conduct their stakeholder engagement.
  • Delivery
  • Visioning, strategy, stakeholder engagement and Executive Coaching
  • Audience
  • Pension Funds and relevant Advisory Groups
  • Region
  • UK and Europe

Thanks for your work, Philip, in assisting Accela with our financial institution clients. Your strengths have been a valuable contribution to our future.

– Shu Ling Liaw, Chief Executive Officer, Accela Research

RECENT PROJECTS

Argyle Group
Argyle logo
Argyle are one of Australia’s largest water investment managers, and I supported the Chairman in articulating, documenting and sharing their proposition, including visiting investees and clients in three states of Australia. The material was successfully used in securing several hundred million dollars, and continues to be leveraged.
  • Delivery
  • Investor engagement, information memorandums and supporting capital raising material
  • Audience
  • Institutional & SWFs
  • Region
  • Europe, UAE and Australia

Overall it’s been fantastic, Philip.  We love your energy and professionalism – and certainly, you’ve been very good to deal with as far as everything being planned out and meticulous.  It’s been a delight.  Thank you.

– Kim Morrison, Chairman and Chief Investment Officer
Argyle Group
Argyle logo

RECENT PROJECTS

Argyle are one of Australia’s largest water investment managers, and I supported the Chairman in articulating, documenting and sharing their proposition, including visiting investees and clients in three states of Australia. The material was successfully used in securing several hundred million dollars, and continues to be leveraged.
  • Delivery
  • Investor engagement, information memorandums and supporting capital raising material
  • Audience
  • Institutional & SWFs
  • Region
  • Europe, UAE and Australia

Overall it’s been fantastic, Philip.  We love your energy and professionalism – and certainly, you’ve been very good to deal with as far as everything being planned out and meticulous.  It’s been a delight.  Thank you.

– Kim Morrison, Chairman and Chief Investment Officer
Kilara brand picture
Kilara Logo White

RECENT PROJECTS

Kilara are dedicated impact investors, specialising in venture capital, energy and infrastructure solution. I supported the closing of their $34M Growth Fund, based on a deep review of their strategy, then directing and managing the implementation of updates to their investor engagement systems and media.
  • Delivery
  • Visioning, Strategy, Branding, Media Production and Executive Support
  • Audience
  • High net worth, sophisticated investors and family offices
  • Region
  • Predominantly Asia-Pacific

If you’re managing a fund or considering launching a new one, Philip should be your first port of call!

– Dr Jodi York, Chief Investment Officer, Kilara Capital

Smarter Impact

Conversations with the people reshaping capital, climate and global systems. 

I speak with the architects of change – from heads of state and global financiers to the leaders of enduring family enterprises.  These are people shaping the future of wealth, governance, sustainability, and succession – often without chasing headlines.

These episodes are here for you; to learn from, reflect with, or broaden your perspective on what’s possible when leadership meets long-term thinking.

If you see yourself in that mix – or are quietly building toward it – I’d love to hear from you.

Available wherever you listen to podcasts – search “Smarter Impact” to subscribe.

Listen to more