Please note, any queries sent into the uk.intermediary.account.management@jpmorgan.com from personal investors may not be picked up or responded to.
To speak to a Client Advisor, please find our regional contacts below.
TR1 (Holding in Company) Notifications:
To notify a Company Secretary of reporting obligations under DTR 5.1.2, please send TR1 forms and notifications to invtrusts.cosec@jpmorgan.com
Regional Client Advisors
Michael Dinwoodie, Senior Client Advisor
Tel: +44 797 0822453
Email: michael.dinwoodie@jpmorgan.com
Rob Maltby, Senior Client Advisor
Tel: +44 755 2211786
Email: rob.maltby@jpmorgan.com
James Wring, Senior Client Advisor
Tel: +44 797 5561049
Email: james.wring@jpmorgan.com
Rob Sedgley, Senior Client Advisor
Tel: +44 778 9747586
Email: robert.sedgley@jpmorgan.com
Henry Noel-Smith, Senior Client Advisor
Tel: +44 20 7742 1111
Email: henry.noel-smith@jpmorgan.com
Camilla McKane, Senior Client Advisor
Tel: +44 773 3074665
Email: camilla.s.mckane@jpmorgan.com
Nick Tullett, Senior Client Advisor
Tel: +44 796 8755085
Email: nicholas.tullett@jpmchase.com
Charlotte Cass, Client Advisor
Tel: +44 207 742 9722
Email: charlotte.l.cass@jpmchase.com
Alix Shadbolt, Client Advisor
Tel: +44 780 9875571
Email: alix.shadbolt@jpmorgan.com
Adam Osman, Client Advisor
Tel: +44 203 493 3424
Email: adam.osman@jpmorgan.com
Jordan Mildwater, Client Advisor
Tel: +44 752 8809522
Email: jordan.mildwater@jpmchase.com
Catherine Murray, Client Advisor
Tel: +44 789 7066729
Email: catherine.murray@jpmchase.com
Fin Bodman, Senior Client Advisor
Tel: +44 207 742 8651
Email: fin.bodman@jpmorgan.com
More information