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


RECENT PROJECTS


- 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
- 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

- 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
- 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
- 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
- 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
- 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
- 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.