Why choose us?
IAM Funds works with multiple global suppliers of custody, legal and compliance, finance, and technology. Using our experience, we provide a compelling proposition to fund managers to leverage our financial license structures, distribution, technology, and infrastructure assets.
IAM Fund’s model ensures a new fund can be launched in months to gain critical mass sooner. We provide you with the infrastructure, regulatory compliance, and distribution capability so you can focus on managing a high performance fund.
The Funds Team
Prior to joining IAM Funds, Jon was the Head of Client Services and Marketing, Australia and New Zealand, at Western Asset Management, a specialist active Fixed Income Manager with over A$650bn in AUM. At Western Asset Jon was responsible for the oversight of over A$18bn of serviced assets within the region and a member of the Global Product Committee, which was responsible for all new product development activities globally. Jon was also a member of the Global Thought Leadership Committee, contributing to the strategic agenda for Western Asset in all markets and regions.
Jon was previously a member of the UBS Asset Management, Australian Fixed Income team, a Senior Analyst at Zenith Investment Partners, and held roles spanning client service, operations, and investment research at Australian Unity Investments.
Jon holds a Masters of Applied Finance from Macquarie University and a Bachelor of Business and an Advanced Diploma of Financial Services from RMIT.
Andrew has guided the operations division of Australia’s largest fixed income broker. He was accountable for client services, anti-money laundering (AML KYC), cash settlements, security settlements, money market operations and custodial services. In a five year period, the size of his custody business tripled to AU$3billion and added many new services. By applying quality, lean and innovation tactics, the headcount of his team remained unchanged and could provide improved levels of service.
Prior to joining IAM Funds, Adam was a Sales Director - Distribution at Franklin Templeton and held senior roles at Legg Mason and UBS Asset Management. Before that he worked in Equity and Derivative Hedge Fund sales. Through his wealth of experience, Adam has developed a solution-focused approach to working with clients and prospects to understand their investment objectives and provide solutions that aligns their needs with the appropriate investment solution.
Adam holds a Bachelor of Commerce from University of Sydney and a Graduate Diploma of Applied Finance and Investments.
Having held positions with Macquarie Bank (Queensland Office Head of Macquarie Group), Queensland State Manager at CommSec, and Head of Retail Sales and Channel Development at MetLife Australia.
Noel specialises in working with financial planning firms across Australia in helping businesses achieve their goals and deliver great outcomes for their clients, covering areas such as sales coaching, strategic planning, business management, and distribution strategies across the spectrum of financial services.
Noel is a Senior Fellow of Finsia, a Non-Executive Director on a number of NFPs, and also a Neuroscience Coach, having studied through the NeuroLeadership Institute of New York.
Prior to joining IAM Funds, David was a Senior Investment Operations Analyst in the Unlisted Investments and Cash team at Powerwrap/Praemium, a wrap platform targeted to high and ultra-high net worth clients. David worked with boutique advice businesses to service client portfolios where he was responsible for a range of duties including end-to-end trade processing, corporate actions, transfers, reporting, and process enhancements.
David holds a Bachelor of Business from RMIT, majoring in Economics and Finance.