ACQUIRES
Your trust. Your portfolios.
Your service. Unchanged.
Barita Acquires JNFM
We are pleased to announce that Barita has acquired JN Fund Managers Limited.
This dedicated page is designed to keep you informed throughout our transition period and to provide clarity on what this development means for you, your accounts, and your ongoing relationship with us. Our priority is to ensure a smooth, transparent, and seamless experience, with no disruption to the services you rely on. You will continue to receive regular updates as our integration progresses.
Barita Acquires JNFM
Barita has announced that it has agreed to acquire JN Fund Managers Limited (“JNFM”), a respected financial institution with nearly $30 billion in assets under management.
A Message from
Richardo Williams
Interim Chief Executive Officer, JN Fund Managers Limited
Dear JNFM Family,
I am deeply honoured to have been entrusted with the responsibility to serve as Interim Chief Executive Officer of JN Fund Managers at this important point in Barita/JN Fund Managers journey.
As we move through this transition following the acquisition of JN Fund Managers, my immediate priority is you. There has been no change in how your accounts are managed, how your investments are held, or the teams supporting you. Our professionals remain fully focused on delivering the high standard of service, care, and investment discipline that clients have come to expect.
Your trust, your portfolios, your service, unchanged.
Your dedicated representatives will remain the same
The team you know and trust continues to serve you.
All existing contact numbers remain unchanged
You can reach us through the same channels you use today.
Your accounts will not be altered
All account details, balances, and access remain exactly as they are.
Your service experience will remain consistent
You will continue to receive the same high standard of service you are accustomed to.
About Barita
Barita Investments Limited is one of Jamaica’s oldest and most trusted wealth management companies, proudly serving generations of Jamaicans since 1977. With a legacy built on performance, innovation, and integrity, Barita has evolved into a dynamic financial institution offering a comprehensive suite of investment, asset management, advisory, and capital markets solutions.
As part of the Cornerstone Group, Barita combines deep local expertise with regional vision, enabling us to deliver world-class financial products and services tailored to the needs of individuals, businesses, and institutional clients. Our portfolio spans unit trusts, equities, fixed-income securities, structured products, pension fund management, investment banking, and alternative investments, each designed to help clients grow, protect, and preserve their wealth.
Driven by a commitment to financial empowerment, Barita is transforming how Jamaicans access and experience wealth creation. We leverage modern technology, data-driven insights, and proven investment strategies to provide transparent advice, personalised solutions, and exceptional client service.
Customers FAQs
Following the recent announcement of the acquisition of JN Fund Managers Limited by Barita Investments Limited, we are pleased to share that the transition process is progressing smoothly and as planned. A structured and carefully managed transition is underway, focused on maintaining continuity, stability, and transparency for clients. Importantly, business operations continue as usual, with no changes to account management or client service during this period.
Kindly be assured that your investments, access, and wealth advisors remain unchanged, and that safeguarding your interests remains our highest priority throughout the transition.
Barita Customers FAQs
No. There is no change to your Barita accounts, investments, access, or the teams supporting you. Business continues as usual.
The acquisition aligns with Barita’s long-term growth strategy, strengthens its investment management platform, and enhances scale and capability while maintaining disciplined governance and prudent risk management.
No. Barita’s investment philosophy, governance standards, and risk management framework remain unchanged.
The combined platform enhances long-term resilience, broadens capabilities, and supports Barita’s continued ability to deliver high-quality service and prudent stewardship.
Yes. The transaction received a non-objection from the Financial Services Commission (FSC).
Your Barita wealth advisor remains available to address any questions or concerns.
The transition is phased and carefully managed, with teams from Barita and JN Fund Managers working collaboratively across all departments to ensure a seamless client experience.
A dedicated transition website has been established at: https://barita.com/transition. This site provides updates, key information, and additional resources related to the acquisition. Clients can also email us at questions@barita.com.
JN Fund Managers Customers FAQs
Yes. Barita Investments Limited now fully owns JN Fund Managers.
No. Your investments, accounts, and access remain unchanged. All assets continue to be held in your name, and existing custodial and registration arrangements remain in place.
Yes. You will continue to be supported by the same wealth advisors and investment teams.
Yes, but not at this time. The business will continue operating under the JN Fund Managers name while the transition process is completed. Any future changes will be communicated clearly and in advance.
Richardo Williams, Senior Vice President for Asset Management and Research, has been appointed Interim Chief Executive Officer to provide continuity of leadership during this period.
The acquisition brings together two organisations with shared values of integrity, prudent governance, and client focus. It strengthens the investment management platform and supports long-term resilience and capability.
Yes. The transaction received a non-objection from the Financial Services Commission (FSC).
Your wealth advisor remains your primary point of contact and will be happy to assist.
A dedicated transition website has been established at: https://barita.com/transition. This site provides updates, key information, and additional resources related to the acquisition. Clients can also email us at questions@barita.com.
Yes. As is standard in transactions of this nature, clients retain full flexibility to make decisions that best suit their individual needs. This includes continuing to invest as usual, withdrawing from their accounts, or adjusting their portfolio holdings over time. Our focus remains on earning and maintaining your trust through consistent service, clear communication, and the responsible stewardship of your investments.
