Philip Williams
Principal Consultant · Bloomberg AIM & Charles River IMS Implementation
Asset Management Technology · Trade Lifecycle · Compliance Configuration
Last updated June 15, 2026
Philip Williams is the principal consultant at PBW Professional Services L.L.C., a boutique consultancy focused exclusively on Bloomberg AIM and Charles River Development IMS implementations for buy-side asset managers.
With direct implementation experience across both major buy-side OMS platforms, he advises firms on platform selection, implementation scoping, compliance rule configuration, integration architecture, and implementation recovery. Engagements are structured as fixed-scope SOWs with no vendor referral conflicts.
Before founding PBW, Philip held operational and technology roles at a multi-strategy hedge fund and a specialist OMS consultancy. He has led implementations ranging from greenfield Bloomberg AIM deployments to cross-platform migrations and post-stall recovery engagements across U.S., European, and APAC markets.
Platforms
Bloomberg AIM · Charles River IMS
Cross-platform implementation experience
Markets
U.S. · U.K. · Europe · APAC
Multi-jurisdiction implementation
Specialization
Compliance rules · FIX integration
Custodian connectivity · Trade lifecycle
Engagement Model
Fixed-scope SOW · Founder-delivered
No vendor referral conflicts
Resume / CV
Current professional profile, platform experience, and engagement credentials served from /docs/pbw-official-2026-resume.
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