Simon James re-joins WTW as Director, Investments - Client Team


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Simon James, Director, Investments - Client Team, WTW

May 2025


 
 
 

Global Investment Institute congratulates Simon James on re-joining WTW in the role of Director, Investments - Client Team.

WTW is a global asset consultant, providing a range of expertise in risk management, strategic and dynamic asset allocation, portfolio construction, investment manager selection, sustainable investment, investment governance, and delegated investment solutions (implemented consulting).

Most recently, Simon was Head of Credit, Australia at WTW where he was responsible for researching fixed income and credit managers spanning both the traditional and alternative credit universes, and advising clients on the portfolio construction for those asset classes. 

Before that, Simon spent over 11 years at Funds SA, most recently as Portfolio Manager, after earlier roles as Senior Investment Analyst / Assistant Portfolio Manager and Investment Analyst.

Simon holds a Bachelor of Commerce (Corporate Finance), as well as a Master of Business Law / Master of Commerce (Applied Finance), all from the University of Adelaide.

We wish Simon all the best in his new role and continued success to the team at WTW.


 
 
 
 

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