Who We Are
Always searching for the next big opportunity
We are an independent asset manager with 20 years of securities experience
JB Financial is a private investment management company licenced by the Securities and Exchange Commission of Sri Lanka and operational since 2011. With over a decade of professionalism in private asset management, we stand firm in providing investors with the latest and best absolute results. We have received multiple accolades for our Unit Trusts and apply the most rigorous industry best practices including Global Investment Performance Standards (GIPS®) and CFA Institute’s Asset Manager Code.
Be assured that while you get on with life, we’ll build, manage and preserve your wealth and generate competitive returns.
Christine Dias Bandaranaike, CFA
CEO & Portfolio Manager
Profile+
Christine has worked in private and institutional fund management since 1996 and set up JB Financial’s wealth management operation in 2011. She began her career with TD Bank Financial Group of Canada in mutual funds and retail treasury, moving onto private asset management. In Sri Lanka, she has worked at CitiNational Investment Bank and has independently advised institutions on setting investment policy. Christine is trained as an economist and holds a MA and a BA (Hons) Economics. She is a CFA charter holder since 1999.
Christine has worked in private and institutional fund management since 1996 and set up JB Financial’s wealth management operation in 2011. She began her career with TD Bank Financial Group of Canada in mutual funds and retail treasury, moving onto private asset management. In Sri Lanka, she has worked at CitiNational Investment Bank and has independently advised institutions on setting investment policy. Christine is trained as an economist and holds a MA and a BA (Hons) Economics. She is a CFA charter holder since 1999.
Murtaza Jafferjee, CFA
Director & Portfolio Manager
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Murtaza has worked in the Sri Lankan equity market since 1994 as CEO of JB Securities. He is the current chair of Advocata, a policy think tank. He is a former director at Nations Trust Bank PLC, Serendib Hotels PLC and the Colombo Stock Exchange and a past President of CFA Society Sri Lanka. Murtaza holds a Masters in Financial Economics and a Bachelor of Computer Science and Mechanical Engineering. He is also a Chartered Financial Analyst. He was a past member of the Central Bank Monetary Policy Consultative Committee.
Murtaza has worked in the Sri Lankan equity market since 1994 as CEO of JB Securities. He is the current chair of Advocata, a policy think tank. He is a former director at Nations Trust Bank PLC, Serendib Hotels PLC and the Colombo Stock Exchange and a past President of CFA Society Sri Lanka. Murtaza holds a Masters in Financial Economics and a Bachelor of Computer Science and Mechanical Engineering. He is also a Chartered Financial Analyst. He was a past member of the Central Bank Monetary Policy Consultative Committee.
Sonali Perera
Chief Ethics and Compliance Officer
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Sonali joined JB Financial in 2013 and set up robust processes to prevent fraud, manage conflicts of interest and uphold fiduciary responsibility towards clients. She counts over two decades of experience in banking and finance, beginning her financial career with Deutsche Bank AG, Colombo branch in 1996. These include several years in Trustee & Fund Management Operations. Sonali is a member of CIMA UK and holds a dealer’s certificate from CBSL.
Sonali joined JB Financial in 2013 and set up robust processes to prevent fraud, manage conflicts of interest and uphold fiduciary responsibility towards clients. She counts over two decades of experience in banking and finance, beginning her financial career with Deutsche Bank AG, Colombo branch in 1996. These include several years in Trustee & Fund Management Operations. Sonali is a member of CIMA UK and holds a dealer’s certificate from CBSL.
Eshani Motha
Assistant Portfolio Manager
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Eshani joined JB Financial in 2015 as a Portfolio Assistant managing front office operations for the unit trusts. Currently she is primarily focused on the private wealth portfolios, both equity and fixed income. Prior to joining JBF, she worked in the treasury department at HSBC Colombo. Eshani holds a BSc in Mathematics and Economics and is a CFA level II candidate.
Eshani joined JB Financial in 2015 as a Portfolio Assistant managing front office operations for the unit trusts. Currently she is primarily focused on the private wealth portfolios, both equity and fixed income. Prior to joining JBF, she worked in the treasury department at HSBC Colombo. Eshani holds a BSc in Mathematics and Economics and is a CFA level II candidate.
Shanuka Jayaweera
Operations Manager
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Shanuka joined JB Financial in 2014 as its Senior Fund Accountant and now heads both the unit trust and private wealth management operations. She is responsible for fund valuations, financial accounts of the funds and overall operational reporting and trade verification. Formerly she spent 3.5 years with at KPMG, Sri Lanka. Shanuka is a Chartered Accountant (ACA) and holds a BBA in Finance.
Shanuka joined JB Financial in 2014 as its Senior Fund Accountant and now heads both the unit trust and private wealth management operations. She is responsible for fund valuations, financial accounts of the funds and overall operational reporting and trade verification. Formerly she spent 3.5 years with at KPMG, Sri Lanka. Shanuka is a Chartered Accountant (ACA) and holds a BBA in Finance.
Our Philosophy
JB Financial is an active fund manager, focused on absolute returns. Our aim is to build, manage and preserve our clients’ funds and generate consistent positive returns. We acknowledge that all investment involves risk but we believe firmly in the capital markets to deliver superior returns.