Phil Clements, CFA, CAIA, FDP

Simplifying finprom reviews and monitoring for marketing & compliance professionals.

📍 United Kingdom🔄 Updated September 2026💼 1 investments📅 4 years investing🗓 Last invested Oct 2022
VC🌍 United Kingdom
1
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1
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0
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0
Late stage
4y
Years active

Portfolio

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Venture Partner & Investor
Oct 2022
GOODFOLIO is an applied AI company that builds and deploys specialised systems that deliver measurable impact. Many organisations see the potential of AI — but struggle to translate that potential into systems that actually work inside real operations. GOODFOLIO bridges that gap. Our systems combine proprietary models, deep domain expertise, and forward-deployed engineering to integrate AI directly into enterprise workflows. The focus is simple: identify where AI can deliver meaningful growth and impact. Then build systems capable of delivering it.
Experience · 5 entries
All (5)
Investments (1)
2025
Deal Partner (Cambridge, UK)
Dec 2025
Im an AI superconnector that makes thoughtful introductions. DM me your email and phone number to get started 💬
2022
Venture Partner & Investor
Oct 2022
GOODFOLIO is an applied AI company that builds and deploys specialised systems that deliver measurable impact. Many organisations see the potential of AI — but struggle to translate that potential into systems that actually work inside real operations. GOODFOLIO bridges that gap. Our systems combine proprietary models, deep domain expertise, and forward-deployed engineering to integrate AI directly into enterprise workflows. The focus is simple: identify where AI can deliver meaningful growth and impact. Then build systems capable of delivering it.
2016
Associate Director
Sep 2016
Record Financial Group is a leading specialist currency and asset manager with $110.3 billion in Assets Under Management Equivalents (as of 30th September 2025) for institutional clients, with global offices across London, Frankfurt and Zürich. We have over 40 years experience in passive and active currency hedging, as well as return-seeking strategies. We can simplify currency for you and provide cost-effective solutions to almost all currency-related challenges. Our clients are asset managers, pension funds, foundations, and other institutional investors. Our asset management team offers best in class, yield-seeking strategies across various private market asset classes including EM Debt, Digital Lending, Private Credit, GP Stakes and Infrastructure strategies. Delivery infrastructure includes funds, notes and SMA’s. We trade a wide range of instruments for our clients; including derivatives (such as options, futures, cross-currency and total-return swaps) and fixed income instruments (such as bonds and loans). We offer cost-efficient execution as well as for-return and arbitrage strategies. Record Currency Management Limited (RCML) is authorised and regulated by the Financial Conduct Authority in the UK, registered as an Investment Adviser with the Securities and Exchange Commission in the US, registered as a Commodity Trading Adviser with the US Commodity Futures Trading Commission, an Exempt International Adviser with the Ontario, Alberta and Quebec Securities Commissions in Canada, registered as exempt with the Australian Securities and Investments Commission. RCML is a wholly owned UK Subsidiary of Record plc. Record Asset Management GmbH (RAM) is an EU subsidiary of Record plc and has been granted BaFin approval. Record plc is listed on the Main Market of the London Stock Exchange.
2015
Consultant
Sep 2015
Accenture helps the world’s leading enterprises reinvent by building their digital core and unleashing the power of AI to create value at speed for organizations across industries. Our strategy is to be the reinvention partner of choice for our clients and lead in the safe, widespread adoption of AI, and to be the most client-focused, AI-enabled, great place to work in the world. We bring together the talent of our approximately 786,000 people with proprietary assets and platforms, deep process and industry expertise, and leading ecosystem relationships to deliver end-to-end solutions and measurable outcomes at scale. Through our Reinvention Services, we offer broad expertise across Cybersecurity, Digital Core, Finance, Industry and Enterprise, Song, Supply Chain and Engineering, and Talent, with advanced capabilities in AI and Data, Industry and Process, and Technology. We serve approximately 9,000 clients and generated approximately $70 billion in FY25 revenue. Visit us at accenture.com. This LinkedIn company page is moderated. When engaging with Accenture, we encourage everyone to: - Use common courtesy and be respectful of others. - Create your own original content and avoid content that you know to be fraudulent. - Never repost someone elses copyrighted work, unless you have permission. - Never post personal, identifying, or confidential information. We reserve the right to delete comments or posts we deem to be: - Profane, obscene, inappropriate, offensive, abusive material. - Spam, repeated comments and commercial messages and personal advertisements. - Discriminatory or that contain hateful speech of any kind regarding age, gender, race, religion, nationality, sexual orientation, gender identity or disability. - Threats; personal attacks; abusive, defamatory, derogatory, or inflammatory language; or stalking or harassment of any individual, entity or organization. - False, inaccurate, libelous, or otherwise misleading in any way.
2013
Intern - Mergers and Acquisitions Analyst
Jan 2013
Greensea Capital LLP has sustainable objective and expertise in green global social domain like Clean energy, Agriculture and Education. Our team has hands on experience of US$5+billion in transactions across Americas, Europe, Asia and MENA. We have strong network and execution experience in emerging markets like Brazil, China, India and Russia. Our guiding principal and differentiators are: Always at client side Operational expertise Cross border execution Entrepreneurial leadership