Company
Position
Managing director
Index
UHNW Wealth Managers
Location
London
Advice type
Investment strategy
Portfolio management
Wealth management
Client type
International UHNWs
UHNW families
Sector Focus
Financial Services
Investments and Asset Management
Wealth Management & Private Banking
Diana Robinson
Spear's Review
Diana Robinson was head of investments and engagement in Asia before becoming managing director and head of investment and advice for the United Kingdom, Ireland and the Channel Islands at J.P. Morgan Private Bank. She has more than 25 years of experience of helping her clients reach their financial goals.
Robinson leads a team delivering portfolio management and advisory services for clients with assets spanning equities, fixed income and alternatives. The team comprises professionals who advise clients on the outlook for equity markets globally, and who are responsible for equity trading, syndicate, structured products and mutual funds.
Based in London, the private banker is also a part of the firm’s Women & Wealth initiative, a programme that encourages female clients to connect with advisers who understand the complexities of modern gender and finance dynamics.
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