J.P. Morgan AM Adds HNW Client Advisor in Australia
The asset management arm of J.P. Morgan has strengthened its coverage of the high net worth segment with a new advisor in Australia.
J.P. Morgan Asset Management (JPMAM) has appointed Naomi Finnigan as high net worth (HNW) client advisor in Australia, according to a statement. In the role, she will work closely with private banks and family offices in the country to understand their needs and provide bespoke investment solutions. Based in Melbourne, she will report to Mark Carlile, head of wholesale, Australia and New Zealand.
Finnigan has over 20 years of financial services experience with a track record in a variety of strategies and solutions, including domestic and international equities, fixed income and alternative investments. Prior to her latest role, she served as head of investment solutions at Netwealth.
Market Growth
According to the firm, JPMAM’s Australia unit has seen assets under management grow 35 percent over the past five years.
«We have been laser-focused on our priorities: growing our range of active ETFs, enabling and expanding access to alternatives and growing our client base across both the financial adviser and HNW channels,» said Carlile.
«Our distribution team has grown almost 40 percent since 20221, and we are incredibly proud of their commitment to growing our business. Naomi's appointment highlights our commitment to investing in top talent and growing our business in the region.»
