Jonathan Watts-Lay

JPAM-UK is an active, long-term manager which seeks to generate positive excess return through both a bottom-up approach emphasizing security selection and a top-down approach focusing on macro investment themes and trends to aid in determining sector weightings, currency, and yield curve weighting where appropriate. Each team has a distinct approach for analyzing their sector; utilizing a combination of fundamental, quantitative and technical inputs to identify buy and sell targets.

Provides human resources consulting services

Provides savings banking, mortgages and credit cards, personal loans & insurance and investment services

my wealth creates bespoke investment portfolios which are selected from the whole-of-the-market without any restrictions and are actively managed to ensure they remain appropriate through changing market conditions. The firm aims to achieve a real return (i.e. above inflation) over the long-term, by investing in a diversified number of companies and investment funds from across global markets. They invest in three asset classes; cash, bonds and equities – as they believe that these are the foundations of every successful investment strategy. In order to diversify their clients’ portfolios, the Investment Team splits down the international section geographically (i.e. US, Europe, Japan, Asia and Emerging Markets) and the UK section, where they hold direct equities. These are then split down on a sector basis (for example, mining, pharmaceuticals, banks, etc.).

Operates as holding company with interest in provides workplace financial education, guidance and regulated financial advice services for individuals

Operates as holding company with interest in workplace financial education and benefits services

Provides financial advisory services

Provides consulting and strategy, content creation, copywriting, web design and development, digital tools, film & animation, mobile apps, outdoor media services