Joanna brings many years of experience in portfolio management, institutional investment and senior leadership, with expertise in multi-asset, liquid alternatives, private markets and investment governance. Most recently, she was Director of Alternatives and Private Markets at St. James’s Place Wealth Management.

Previously, Joanna worked at Aberdeen and M&G and has held a number of  senior portfolio management roles across alternative investment strategies and multi-manager teams. Her appointment further enhances JPES Partners’ ability to support clients in articulating complex propositions and engaging effectively with wealth management audiences at a board level, as demand for senior-level counsel in asset management continues to grow.

Joanna’s appointment further strengthens our advisory services to the investment management industry. Her strong track record of working across both alternative investment strategies and wealth management audiences, combined with a keen focus on business development strategy, will be invaluable to our clients as they navigate new distribution channels and asset classes.