James Folwell

James Folwell Email and Phone Number

Fund and Wealth Banking Expert @ ANZ
melbourne, victoria, australia
James Folwell's Location
Greater Sydney Area, Australia
James Folwell's Contact Details

James Folwell personal email

n/a

James Folwell phone numbers

About James Folwell

I am a banking professional with deep experience in Funds and Wealth.Currently I manage relationships between ANZ and complex financial institutions across the funds ecosystem including superannuation funds, global asset managers, and global service providers such as wealth platforms and fund administrators and trustees. I utilise my past experience in wealth management and global treasury to think and add value from a client's point of view.I have expertise in building strong partnerships with complex organisations, using our product suite across transaction banking, credit and markets to solve client problems in a rapidly evolving marketplace. I think strategically, and execute pragmatically while being an effective communicator to bring stakeholders on the journey.

James Folwell's Current Company Details
ANZ

Anz

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Fund and Wealth Banking Expert
melbourne, victoria, australia
Website:
anz.com
Employees:
44544
James Folwell Work Experience Details
  • Anz
    Senior Relationship Manager, Funds, Financial Institutions Group
    Anz Oct 2021 - Present
    Sydney, New South Wales, Australia
    Coverage banker managing superannuation, fund and wealth clients and stakeholders through all institutional banking requirements.
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  • Anz
    Director, Financial Institutions
    Anz Jun 2017 - Sep 2021
    Sydney, Australia
    Transaction banking expert guiding fund and wealth clients through the evolving payments landscape.
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  • Morgan Stanley
    Platform Manager
    Morgan Stanley Nov 2014 - Jun 2017
    Sydney
    Head of domestic platforms and also responsible for servicing the international platform for Morgan Stanley Wealth Management Australia. I managed platform strategy to drive sales, assist advisers with complex business development , and train new starters in platform systems.
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  • Macquarie Group
    Associate Manager, Operations Control
    Macquarie Group Feb 2010 - Oct 2014
    Sydney, Australia
    I worked within the platform operations team as a subject matter expert for specialised product offerings such as employee share ownership plans, short selling and IPO/placement operations. The platform operations team provides back office support for Macquarie Private Wealth (advisory and institutional clients) and Macquarie Wrap (custodial clients).
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  • Fonterra
    Treasury Analyst
    Fonterra Aug 2008 - Dec 2009
    Auckland
    Analyst in centralised treasury function, managing foreign exchange hedging, cashflow forecasting and management, and group debt facilities.
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  • Anz
    Personal Banker/ Foreign Desk
    Anz Dec 2006 - Aug 2008
    Auckland
    Employed first on foreign desk of New Zealand’s largest retail bank branch, administering foreign currency accounts for clients and branch bank accounts. Promoted to personal banker, managing client relationships and reviewing loan, credit card and bank account applications.
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James Folwell Skills

Trading Operations Treasury Analysis Personal Banking Equities Accounting Cash Management Credit Assessment Capital Raisings Short Selling Credit Treasury Financial Services Fx Options Management Risk Management Portfolio Management

James Folwell Education Details

Frequently Asked Questions about James Folwell

What company does James Folwell work for?

James Folwell works for Anz

What is James Folwell's role at the current company?

James Folwell's current role is Fund and Wealth Banking Expert.

What is James Folwell's email address?

James Folwell's email address is ja****@****ley.com

What is James Folwell's direct phone number?

James Folwell's direct phone number is +614204*****

What schools did James Folwell attend?

James Folwell attended University Of Auckland, Leiden University, Leiden University, University Of Pennsylvania - The Wharton School, Lincoln University (Nz), Auldhouse.

What skills is James Folwell known for?

James Folwell has skills like Trading Operations, Treasury Analysis, Personal Banking, Equities, Accounting, Cash Management, Credit Assessment, Capital Raisings, Short Selling, Credit, Treasury, Financial Services.

Who are James Folwell's colleagues?

James Folwell's colleagues are Simarjeet Rawat, Ipsa Mishra, Cherry Pie Cruz, Emma-Jayne Radford, Adrian Bartlett, Lavanya Pream, Catherine Deng.

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