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Simon James appointed Australian Head of Credit


June 27, 2018

Simon James has been appointed Head of Credit, bringing significant fixed income and liquid alternatives expertise to the Australian Investments team.

MELBOURNE, June 27, 2018 – Willis Towers Watson (NASDAQ: WLTW), a leading global advisory, broking and solutions company, today announced the appointment of Simon James as Head of Credit, Australia.

Martin Goss, Director, Investments said Simon’s experience in managing multi-billion dollar fixed income and liquid alternatives portfolios was a valuable addition to the manager research team.

Goss commented: “We’re excited to have someone of Simon’s calibre join our team.  We worked closely with Simon while he was with Funds SA and were always impressed with his knowledge of the credit manager universe, his ability to think strategically and how he brought ideas together in portfolio construction.  He demonstrated a high level of collaboration, which is central to our culture, and this gives me confidence he will seamlessly fit straight into our team and our client partnerships.”

Simon James comes to Willis Towers Watson from 11 years at Funds SA, where he was a portfolio manager, leaving the fund in March 2018. Simon managed the fund’s fixed income and liquid alternatives portfolios, with assets totalling $11 billion. He also worked with the Funds SA Director of Strategy to develop the overall investment strategy and asset allocation for each of Funds SA’s clients.

He commented: “Having worked closely with Willis Towers Watson for many years I’m looking forward to being part of the team and bringing my expertise to our clients’ credit portfolios and their broader asset allocation strategies.”

Simon will be based in Melbourne and commence his role on July 16.

About Willis Towers Watson Investments

Willis Towers Watson’s Investments business is focused on creating financial value for institutional investors through its expertise in risk assessment, strategic asset allocation, fiduciary management and investment manager selection. It has over 900 colleagues worldwide, assets under advisory of over US$2.3 trillion and over US$87 billion of assets under management.

About Willis Towers Watson

Willis Towers Watson (NASDAQ: WLTW ) is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, Willis Towers Watson has over 40,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas — the dynamic formula that drives business performance. Together, we unlock potential. 

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