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Showing 1 - 10 of 17 results for "Mark Carlile"

J.P. Morgan AM awarded fresh portfolio structuring mandate

MATTHEW WAI  |  TUESDAY, 2 JUN 2026
... client capital gains tax (CGT) when implementing asset allocation recommendations. Commenting, JPMAM head of wholesale Mark Carlile said the mandate underscores its expertise in structuring and customising portfolios through the tailored solution. "Every ...

JPMAM launches ETF models with Vanguard

ANGELIQUE MINAS  |  WEDNESDAY, 8 OCT 2025
... personalised advice and consistent portfolio outcomes, JPMAM said. JPMAM head of wholesale for Australia and New Zealand Mark Carlile said the launch addresses a clear market need, with the models constructed using insights from JPMAM's Long-term Capital ...

JP Morgan AM hires from Vanguard

ELIZABETH FRY  |  THURSDAY, 1 MAY 2025
... platforms. Based in Sydney, Stefania reports locally to the firm's head of wholesale for Australia and New Zealand.Mark Carlile, She is tasked with promoting the global asset manager's full range of active ETF solutions, working closely with ...

JP Morgan AM nabs Netwealth exec

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025
... Netwealth investment solutions executive to lead its high-net-worth individuals and family offices segment. Reporting to Mark Carlile, the asset manager's head of wholesale for Australia and New Zealand, Naomi Finnigan, who has extensive experience ...

J.P. Morgan expands ETF suite

MATTHEW WAI  |  THURSDAY, 1 AUG 2024
... minimising risk in a conserved call options approach. According to JPMAM head of wholesale, Australia and New Zealand, Mark Carlile, JEGA could be the solution for investors looking to complement or substitute existing dividend yield strategies. "Investors ...

JPMAM, iCapital launch new private market fund for wholesale investors

ANDREW MCKEAN  |  TUESDAY, 18 JUN 2024
... opportunities," JPMAM is well-positioned to deliver these solutions to Australia. JPMAM head of wholesale for Australia Mark Carlile said the solution was developed in response to market feedback that wholesale investors were demanding access to private ...

Major themes to watch in the ETF space

ELIZA BAVIN  |  THURSDAY, 23 MAY 2024
... into the build of that infrastructure." J.P. Morgan Asset Management head of wholesale in Australia and New Zealand Mark Carlile said he has seen investors moving away from mutual funds and into ETFs. "That is happening in the US especially. We think ...

J.P. Morgan lists new global equity ETF

ANDREW MCKEAN  |  MONDAY, 29 APR 2024
... goals and round out their portfolios with conviction," he said. JPMAM head of wholesale for Australia and New Zealand Mark Carlile said with inflation starting to cool and market expectations of a soft or no landing, it's time for investors to deploy ...

J.P. Morgan Asset Management enhances adviser portal

JAMIE WILLIAMSON  |  THURSDAY, 8 FEB 2024
... edge and support them in their discussions with their clients," JPMAM head of wholesale Australia and New Zealand Mark Carlile said. "Our Adviser Portal and in particular dPI allows advisers to compare multiple portfolios and more importantly, stress ...

JPMAM partners with NZ wealth firm

KARREN VERGARA  |  TUESDAY, 30 JAN 2024
... increased their ownership of the business to 50% respectively. JPMAM head of wholesale for Australia and New Zealand Mark Carlile said: "Our businesses complement each other, and we are excited for future collaboration and growth opportunities providing ...
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