IAM Adviser Service

The IAM Adviser Service helps advisers grow their practice and meet their clients’ needs by providing direct and easy access to fixed income.

Investing For Income

At IAM, we believe fixed income is an essential part of a well-balanced portfolio because an income portfolio provides your clients with:

  • A regular and stable income with scheduled interest payments throughout the life of the bond (provided the issuer does not default)
  • Attractive yields above bank cash rates^
  • Capital preservation as the issuer returns the principal of a bond at maturity (provided the issuer does not default)
  • Diversification across different markets and asset classes
  • Liquidity as bonds are tradeable instruments.

Our Adviser Service

The IAM Adviser Service enables you to actively provide fixed income to your clients. With IAM you will receive:

  • An expert IAM Capital Markets relationship manager who only deals with advisers, we don’t contact advised clients
  • Portfolio construction, optimisation, and ongoing support
  • Access to in-demand new issues (primary market transactions)
  • Secondary trading/liquidity to assist with balancing your investment portfolio
  • Access to external research from BondAdviser − Australia’s leading corporate fixed income research provider
  • Credit opinions and expertise from our experienced credit strategy team
  • Custody and online reporting through IAM Capital Markets
  • Free Custody – IAM do not charge a custody fee

Direct Access to Bonds

At IAM we buy and sell bonds every day. We focus on providing advisers with a broad range of fixed income investment opportunities, including:

  • Access to over 350 small parcel bonds, available in parcels of $50,000
  • Australian dollar and global currency investments
  • Government/State government, corporate, property, and financial sector issuers
  • Investment grade, sub-investment grade, and non-rated issues
  • Over-the-Counter (OTC) securities and ASX-listed
  • Loans and ASX-listed hybrids

IAM Model Portfolios

We have developed model portfolios for advisers to help streamline the investment choices for your clients

Access Market Leading Credit Research

Providing informed investment decisions for your clients is vital for advisory practices

IAM’s Credit Strategy team provide Credit Opinions, Trade Ideas, New Issues and Thought Pieces throughout the week and is accessible from our Research Hub.

In addition to our in-house research, we also provide access to BondAdviser, Australia’s only specialist external fixed income research platform. BondAdviser’s unbiased weekly and monthly research includes valuable information and clear investment recommendations for ASX-listed interest rate securities, and a broad range of over-the-counter (OTC) corporate bonds and credits.

Meet the Adviser Team

Jenna Labib

Executive Director

Jenna Labib is the Head of Adviser Services at IAM Capital markets. Jenna has extensive experience and knowledge of the financial markets in Australia, having spent time in a number of institutions.

Jenna joined the team at IAM after working at UBS, FIIG, and Deutsche Bank across Equities, Credit, and FX. At UBS, Jenna worked on the equities desk in Sydney, which ranked #1 as the top Australian cash equities sales desk at the time. At Deutsche Bank, Jenna worked in foreign exchange sales, which gave her experience on trading floors in London, New York, Singapore and Hong Kong. Jenna graduated from the University of Sydney with a combined Commerce/Law degree and a major in Accounting. During her studies, Jenna completed a semester at the University of California.

Jenna currently sits on the Finance sub-committee of the Good Sams Foundation.

Peter Knespal

Associate Director - Capital Markets

Peter joined IAM in September 2021. Peter brings 6 years of experience in fixed income markets, having worked in roles across trading, sales, origination, client service and operations. At IAM, Peter works in fixed income sales, assisting institutional, NFP, middle market and private client investors to manage their fixed income investments.

Peter began in the financial markets at BGC Fixed Income in 2017, progressing to the trading desk and origination team. Before that, Peter was a graduate lawyer working in commercial and criminal law in Sydney. Peter has considerable experience in client facing roles which allows him to understand and exceed client objectives.

Peter holds a Bachelor of Economics and Bachelor of Laws (Hons) from ANU and is admitted as a lawyer in NSW. Peter is also RG146 accredited having gained a Diploma of Financial Markets (Debt Markets Specialisation) through AFMA.

Matthew Macreadie

Head of Credit Strategy

Matthew’s current responsibilities include providing credit commentary/views on the bond market and specific credit issuers with the aim of aiding investors to make better risk-return decisions. He is also part of a team of four within the Debt Capital Markets (DCM) team, which provides corporates, financials, property, and infrastructure companies with flexible funding solutions.

Prior to joining Income Asset Management, Matthew spent eight years working as a Senior Credit Portfolio Manager at Aberdeen Standard, where he was responsible for the credit portfolio construction and security selection across a wide range of investment-grade/high-yield, financial and non-financial sectors. Reporting directly to the Head of Australian Fixed Income, he oversaw a team of four and was the team’s ESG specialist.

Matthew has executed 1, 3, and 5-year credit-strategies that have been consistently above benchmark.

Matthew began his career at KPMG working in Auditing and Assurance within the consumer and industrials group and then spent six years at Colonial First State Global Asset Management as a Fixed Income Credit Analyst.

Matthew holds a Masters of Applied Finance degree from Macquarie University and a Bachelor of Commerce degree from UNSW.

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