Phillip Waller

Lead EMEA alternatives investment specialist, J.P. Morgan

Philip Waller, Global Alternatives Investment Specialist, joined J.P. Morgan over 5 years ago and is the lead Investment Specialist for the Alternatives Solutions Group, responsible for the marketing efforts in Europe. Philip started in J.P. Morgan’s UK distribution business where he focused on the development of the Investment Trust range. Philip is a CFA charterholder and obtained a B.Sc. from Loughborough University in Banking, Finance and Management.


Going global with your alternatives allocation

Alternatives, and particularly real assets (tangible assets such as infrastructure, real estate and transportation assets), have increased in popularity over recent years. This session explores the global opportunity set for this asset class and the diversification benefits it can bring as well as how you might access this in an investment trust format.
Phillip Waller's presentation will be available for download post-event

company information

J.P. Morgan Asset Management, with assets under management of $1.7 trn (as of 31 Mar ’19), is a global leader in investment management. J.P. Morgan Asset Management’s clients include institutions, retail investors and high net worth individuals in every major market throughout the world. J.P. Morgan Asset Management offers global investment management in equities, fixed income, real estate, hedge funds, private equity and liquidity. JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.0 trn (as of 31 Mar ’19) and operations worldwide.