Karen Phin
Director/Board Member at OMNI BRIDGEWAY LIMITED
Net worth: 1 M $ as of 2024-04-29
Profile
Karen L.
Phin is an Independent Non-Executive Director at Omni Bridgeway Ltd., an Independent Non-executive Director at ARB Corp.
Ltd., a Director at Ascham Foundation Ltd., a Non-Executive Director at Magellan High Conviction Trust, and a Member of Australia Takeovers Panel.
She previously worked as a Managing Director & Head-Capital Management at UBS AG (Australia Branch) and Citigroup, Inc. (Australia), and as a Managing Director at Citibank NA (Auckland Branch).
She was also an Independent Non-Executive Director at Magellan Financial Group Ltd.
and a Non-Executive Director at Magellan Global Fund - Closed Class and Magellan Global Trust.
Ms. Phin received her undergraduate and graduate degrees from The University of Sydney.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 2023-06-29 | 89,569 ( 0.05% ) | 519 384 $ | 2024-04-29 | |
| 2023-06-29 | 118,285 ( 0.01% ) | 162 066 $ | 2024-04-29 | |
| 2023-06-29 | 126,206 ( 0.05% ) | 150 382 $ | 2024-04-29 | |
ARB CORPORATION LIMITED
0.01% | 2023-06-29 | 4,700 ( 0.01% ) | 117 866 $ | 2024-04-29 |
OMNI BRIDGEWAY LTD
0.04% | 2023-10-30 | 102,266 ( 0.04% ) | 82 676 $ | 2024-04-29 |
Karen Phin active positions
| Companies | Position | Start |
|---|---|---|
| OMNI BRIDGEWAY LIMITED | Director/Board Member | 2017-08-24 |
| ARB CORPORATION LIMITED | Director/Board Member | 2019-06-25 |
| MAGELLAN HIGH CONVICTION TRUST | Director/Board Member | - |
| Australia Takeovers Panel | Corporate Officer/Principal | 2014-12-31 |
Ascham Foundation Ltd.
 Ascham Foundation Ltd. Investment Trusts/Mutual FundsMiscellaneous Ascham Foundation Ltd. Ascham Foundation Ltd. engages in the preservation, development, and maintenance of Ascham School facilities. It also supports events such as drama and concert productions and art show; and provides scholarships and bursaries. The company was founded in 1977 and is headquartered in Edgecliff, Australia. | Director/Board Member | - |
Former positions of Karen Phin
| Companies | Position | End |
|---|---|---|
| MAGELLAN FINANCIAL GROUP LIMITED | Director/Board Member | 2022-10-19 |
Citibank NA (Auckland Branch)
 Citibank NA (Auckland Branch) Regional BanksFinance Citibank NA provides commercial banking services. The company was founded in 1947 and is headquartered in Auckland, New Zealand. | Corporate Officer/Principal | 2013-12-31 |
Citigroup, Inc. (Australia)
 Citigroup, Inc. (Australia) Major BanksFinance Part of Citigroup, Inc., Citigroup, Inc. (Australia) is a provider of banking and financial services. | Chief Executive Officer | 2008-12-31 |
UBS AG (Australia Branch)
 UBS AG (Australia Branch) Regional BanksFinance UBS AG engages in financing activities to raise funds for the business operations. The company is headquartered in Sydney, Australia. | Corporate Officer/Principal | 2008-12-31 |
| ░░░░░░░░ ░░░░░░ ░░░░ ░ ░░░░░░ ░░░░░ ░░░░░ | ░░░░░░░░░░░░░░ ░░░░░░ | - |
Training of Karen Phin
| The University of Sydney | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 3 |
|---|---|
| MAGELLAN FINANCIAL GROUP LIMITED | Finance |
| OMNI BRIDGEWAY LIMITED | Commercial Services |
| ARB CORPORATION LIMITED | Producer Manufacturing |
| Private companies | 8 |
|---|---|
Citigroup, Inc. (Australia)
Citigroup, Inc. (Australia) Major BanksFinance Part of Citigroup, Inc., Citigroup, Inc. (Australia) is a provider of banking and financial services. | Finance |
| Australia Takeovers Panel | Government |
Magellan Global Trust
 Magellan Global Trust Investment Trusts/Mutual FundsMiscellaneous Magellan Global Trust is a closed-end investment fund, which engages in the protection of returns from currency movements. The company was founded on July 1, 2013 and is headquartered in Sydney, Australia. | Miscellaneous |
Ascham Foundation Ltd.
Ascham Foundation Ltd. Investment Trusts/Mutual FundsMiscellaneous Ascham Foundation Ltd. Ascham Foundation Ltd. engages in the preservation, development, and maintenance of Ascham School facilities. It also supports events such as drama and concert productions and art show; and provides scholarships and bursaries. The company was founded in 1977 and is headquartered in Edgecliff, Australia. | Miscellaneous |
Citibank NA (Auckland Branch)
Citibank NA (Auckland Branch) Regional BanksFinance Citibank NA provides commercial banking services. The company was founded in 1947 and is headquartered in Auckland, New Zealand. | Finance |
UBS AG (Australia Branch)
UBS AG (Australia Branch) Regional BanksFinance UBS AG engages in financing activities to raise funds for the business operations. The company is headquartered in Sydney, Australia. | Finance |
Magellan High Conviction Trust
 Magellan High Conviction Trust Investment Trusts/Mutual FundsMiscellaneous Magellan High Conviction Trust operates as a closed end investment fund. Its investment objective is to achieve risk-adjusted returns over the medium to long term, while reducing the risk of permanent capital loss in accordance with its investment strategy. The Fund also invests in outstanding companies and manage investment risk. The company was founded on July 16, 2019 and is headquartered in Sydney, Australia. | Miscellaneous |
Magellan Global Fund - Closed Class
 Magellan Global Fund - Closed Class Investment Trusts/Mutual FundsMiscellaneous Magellan Global Fund (closed class) is an exchange traded fund. The Fund's objective is to achieve superior risk adjusted returns ov- er the medium tolong-term while minimizing the risk of permanent capital loss. The Fund invests in companies and businesses in the global financial services, consumer and infrastructure sectors. It was founded by Hamish Douglass and Chris Mackay in 2006 and is headquartered in Australia. | Miscellaneous |
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