James Armit

Experienced finance professional with a strong background in wealth management and capital markets. Proven track record of cultivating relationships with high-net-worth individuals, family offices, and endowments. Expertise in business development, capital raising, product due diligence and executing complex financial transactions. Skilled in client onboarding, CRM management, and creating impactful pitch decks. Demonstrated ability to streamline processes, automate procedures, and enhance client satisfaction. Previous roles at Morgan Stanley and Bell Potter Securities involved onboarding $60M+ in new assets and facilitating capital raisings.

I have extensive experience in wealth management, capital markets and investor relations, having worked at firms like Morgan Stanley and Bell Potter Securities. My roles have focused on building and maintaining relationships with high-net-worth individuals and family offices, facilitating capital raisings, and executing a variety of financial transactions, including IPO allotments and asset transfers. I’ve also developed business strategies, conducted due diligence on investment products and streamlined operational processes to improve efficiency.

I earned my Bachelor of Business, majoring in Banking and Finance, from Monash University, where I developed a solid foundation in financial markets, investment strategies, and corporate finance. The program provided me with a deep understanding of key concepts like asset valuation, risk management, while also giving me practical insights into the role of financial institutions in the global economy.

During my studies, I honed my skills in financial analysis, critical thinking, and data interpretation, which have been invaluable in my professional roles. Monash’s reputation for academic excellence challenged me to think strategically about finance and equipped me with the tools I needed to succeed in wealth management and capital markets.