"Offering bespoke strategies built around your needs."
Christian Parfit

Christian Parfit

"Offering bespoke strategies built around your needs."
About Christian Parfit
We take the time to understand the particular needs of your family and businesses. Our strategies spectrum ranges from transactional support to full service portfolio management.

J.P. Morgan is a global leader in asset and wealth management. Our clients benefit from the investment platforms and fortress balance sheet of one of the largest and most respected financial organizations in the world.
Our wealth management platform is a unique access point for global families and middle market institutions to receive high quality liquidity and cash management, investment mandates and balance sheet optimization.
Notably, we partner across J.P. Morgan to ensure our clients can access all investment, corporate and investment banking capabilities they need to grow and protect their primary assets.

Meet Our Team



Is it a golden era for gold?

April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read Now
Wealth Planning

Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments

April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now

Geopolitical unrest: Assessing market implications

April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.