Thursday, 17 October 2013
JBWere has appointed James Wright as its new Chief Investment Officer responsible for setting the firm's investment strategy. He will also oversee the tactical asset allocation, product and security selection for JBWere's private wealth management, institutional and not-for-profit client portfolios.
NAB Wealth's EGM of Wealth Advice John Flavell said: "We are pleased to have James in this role to build on a team already delivering strong results for clients.
"With more than 23 years' experience in the wealth management industry, James will bring quality insights and a significant depth of knowledge to the team.
"JBWere's enhanced research and execution capability has been notable in positioning client portfolios to meet the challenges faced in today's uncertain investment environment.
"James' demonstrated expertise across multiple asset classes is consistent with our objective of ensuring JBWere is best placed to provide its clients with the objective quality investment advice it is renowned for."
JBWere has performed strongly relative to peers in recent years and has expanded its domestic and global service offering. It has achieved industry leading results with significant growth in funds under advice, particularly in the areas of fixed income and global equities.
JBWere CIO James Wright said: "This is a great opportunity for me to join the preeminent wealth advisory brand in the country and be part of a banking group working hard to do things differently.”
Prior to joining JBWere Mr Wright worked for a number of organisations including the Commonwealth Treasury, Treasury Corporation of Victoria and was more recently the Chief Investment Officer and Head of Equities at ING Investment Management.
Mr Wright will take up his new role on 21 October.
Mob: 0412 759 753