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ResearchedAngel Investors

Ken Phillip

Chief Financial Officer

Angel InvestorsSeed Round
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At a glance

Full Name
Ken Phillip
Title
Chief Financial Officer (retired) — Director of operating subsidiaries
Firm
Craigs Investment Partners Ltd
Firm Type
Investment advisory / wealth management & sharebroking firm *(not an angel-investment fund — see note in Background)*
Geographic Focus
New Zealand
Location
Tauranga, Bay of Plenty, New Zealand

Background

Ken Phillip is the long-serving former Chief Financial Officer of Craigs Investment Partners, one of New Zealand's largest investment advisory and wealth-management firms. He held the CFO role for approximately 25 years before retiring in 2021, when he was succeeded by Rebecca Callaghan (a former Group Financial Controller and Group Taxation Manager at Zespri International). Founder Neil Craig publicly credited Phillip with "a massive contribution to Craigs" over his quarter-century in the finance leadership seat.

Following his retirement as CFO, Phillip did not fully step away from the business. He remains a Craigs shareholder and continues to serve as a director on a number of the firm's operating subsidiaries, retaining a governance and ownership stake in the company he helped build through its major growth decades.

Craigs Investment Partners traces its roots back more than 40 years — its first office opened in Whakatāne in 1984 and relocated to Tauranga (along with head office) in 1989. Today the firm manages on the order of NZ$30 billion in client funds across more than 20 locations nationwide, offering sharebroking, financial advice, fund management and custodial/administration services. Phillip's tenure as CFO spanned much of this national expansion, including the period of the firm's relationship with ABN AMRO (the business operated for years as ABN AMRO Craigs).

Important data note: The supplied stub classified Ken Phillip as an "Angel Investor" focused on "Seed Round" investing. Research found no evidence supporting this. Phillip's verifiable career is as a corporate CFO and subsidiary director at a wealth-management firm — not as a personal seed/angel investor. The "Angel Investor / Seed Round" labels appear to be an aggregator/data-vendor misclassification and should be treated with caution. The sections below reflect only what could be verified.

Investment Thesis & Focus

  • No personal angel or seed-stage investment thesis could be verified from any primary or secondary source.
  • His professional remit was corporate financial management (CFO of Craigs Investment Partners) rather than deploying personal capital into startups.
  • Craigs Investment Partners itself is a full-service wealth manager and sharebroker serving retail and high-net-worth clients across New Zealand — its business is advice, sharebroking, managed funds and custody, not venture/seed startup investing.

Notable Investments

  • No individual portfolio companies, angel deals, or seed-round investments attributable to Ken Phillip could be found or verified. (His role was firm-level financial leadership, not a startup-investing track record.)

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