JPMAM hires former Netwealth investment solutions head
JP Morgan Asset Management (JPMAM) has appointed an Australian high-net-worth (HNW) client adviser to drive the momentum of its HNW channel.
Naomi Finnigan has taken up the Melbourne-based position to support the growth that JPMAM is seeing in the HNW division.
She will work closely with private banks and family offices to understand their needs and offer customised investment solutions, while reporting to Mark Carlile, the asset manager’s head of wholesale for Australia and New Zealand.
Finnigan holds more than 20 years of experience in the financial services sector, working across domestic and international equities, fixed income and alternative investments.
She joins from Netwealth, where she spent nearly four years as the platform’s head of investment solutions, leading strategy and distribution.
Prior to this, Finnigan spent six years as Nikko Asset Management’s head of private wealth and worked as Mason Stevens’ director of distribution.
Her recent focus on alternative and private markets makes her a valuable addition to the JPMAM team, the firm stated, amid its focus on democratising alternative solutions in recent years.
“We are thrilled to welcome Naomi to our team. Her extensive experience and deep understanding of the HNW, ultra HNW and family office distribution landscape will be invaluable as we continue to deliver tailored solutions to meet the needs and investment goals of these clients,” Carlile commented.
“We have been laser-focused in 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.”
JPMAM Australia’s distribution team has expanded nearly 40 per cent since 2022, while its global assets under management has grown to US$3.6 trillion ($5.7 trillion), as of 31 December 2024.
Carlile added: “Naomi's appointment highlights our commitment to investing in top talent and growing our business in the region.”
Finnigan said she was delighted to join the team, describing: “I’m excited about the range of active ETFs and the variety of alternative strategies available and I look forward to sharing these opportunities with my clients.”
Mid-last year, the global asset manager announced the launch of an Australian domiciled fund in partnership with technology platform iCapital Advisors, providing wholesale investors with access to opportunities in the small- to mid-market private equity space.
AUTHOR
Jasmine Siljic
Recommended for you
Having officially opened its doors, ETF Shares – led by three former Global X employees – has now launched its first three ETF vehicles on Cboe Australia for financial advisers.
Platinum Asset Management has lost a near-$1 billion institutional mandate as data shows its funds under management fell below $10 billion in April.
Betashares and Global X have announced they will both be launching new products focused on defined income bonds and Chinese technology, respectively.
Sydney investment manager Vado Private has welcomed a new director and head of funds management to its team as it seeks to grow its presence in the Australian private credit market.
