Jo Wheatley

Jo Wheatley Email and Phone Number

Head of Distribution UK @ Allianz Global Investors
London, GB
Jo Wheatley's Location
London, England, United Kingdom, United Kingdom
Jo Wheatley's Contact Details

Jo Wheatley personal email

n/a
About Jo Wheatley

I apply common sense to ensure business dialogue and relationships are grounded in practical investment and operational solutions, employ open and transparent communications that result in a positive high quality client experience through delivery, ownership and accountability. With my team, we advocate for clients within our business to raise and resolve key issues; to keep clients informed about their investment journey; and to bring awareness of new innovations in public and private markets. With 23 years experience in asset management, I am head of client relationships at Allianz Global Investors working with local authorities, pensions, insurance, central bank clients in multiple jurisdictions across EMEAImportant disclosure: https://bit.ly/2JgzYW7

Jo Wheatley's Current Company Details
Allianz Global Investors

Allianz Global Investors

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Head of Distribution UK
London, GB
Website:
allianzgi.com
Employees:
2982
Jo Wheatley Work Experience Details
  • Allianz Global Investors
    Head Of Distribution Uk
    Allianz Global Investors
    London, Gb
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  • Allianz Global Investors
    Head Of Client Account Management Uk, N.Europe, Growth Markets, Canada
    Allianz Global Investors Oct 2023 - Present
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  • Allianz Global Investors
    Head Of Client Account Management Northern Europe & Italy
    Allianz Global Investors May 2020 - Present
    London
    Responsible for Client Account Management within the distribution function across the UK , Nordics, Netherlands and Italy.
    View
  • Allianz Global Investors
    Head Of Client Account Management Uk
    Allianz Global Investors Apr 2015 - May 2020
    Responsibility for Client Directors and Client Servicing/Administration within UK Distribution (institutional pensions and insurance)
    View
  • Blackrock
    Dc Communication
    Blackrock Jan 2013 - Dec 2014
    Delivering of DC communications presentations to members in both small and large groups (120+). Involved in project work to enhance online client experience.
    View
  • Blackrock
    Director And Account Manager
    Blackrock Oct 2006 - Oct 2012
    London, United Kingdom
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  • Merrill Lynch Investment Managers
    Director And Account Manager
    Merrill Lynch Investment Managers Mar 2004 - Oct 2006
    London, United Kingdom
  • Merrill Lynch Investment Managers
    Institutional Client Administration - Team Leader
    Merrill Lynch Investment Managers Jul 1999 - Mar 2004
  • Philips & Drew Fund Management
    International Client Services
    Philips & Drew Fund Management Jul 1997 - Jul 1999

Jo Wheatley Skills

Asset Management Fixed Income Equities Hedge Funds Mutual Funds Investments Relationship Management Investment Strategies Asset Allocation Investment Management Management Risk Management Pensions Alternative Investments Wealth Management Pension Funds Asset Managment Financial Risk Infrastructure Debt Alternative Assets Client Relations Client Experience

Jo Wheatley Education Details

Frequently Asked Questions about Jo Wheatley

What company does Jo Wheatley work for?

Jo Wheatley works for Allianz Global Investors

What is Jo Wheatley's role at the current company?

Jo Wheatley's current role is Head of Distribution UK.

What is Jo Wheatley's email address?

Jo Wheatley's email address is jo****@****l.co.uk

What schools did Jo Wheatley attend?

Jo Wheatley attended University Of Northumbria At Newcastle.

What skills is Jo Wheatley known for?

Jo Wheatley has skills like Asset Management, Fixed Income, Equities, Hedge Funds, Mutual Funds, Investments, Relationship Management, Investment Strategies, Asset Allocation, Investment Management, Management, Risk Management.

Who are Jo Wheatley's colleagues?

Jo Wheatley's colleagues are Francina Martin, Henrik R., Eliya Sri Mulyani, Alexandra J. Christie, Janett Canela, Ryan Karimpanal, Thomas Linker.

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