James Leith
Private Client Director
About James
I joined the company in January 2024 from Coutts Crown Dependencies where I had worked for nearly 10 years, most recently as Market Lead for the Isle of Man.
Having gained a very broad and detailed experience over nearly three decades working in the private and corporate financial sectors, my current role is to guide high net worth individuals with their wealth planning.
While most clients have an idea or a ‘road map’ as to what they want to achieve in terms of wealth and planning over the medium term (which may also include succession planning) - I assist by providing guidance and solutions along this journey while always prioritizing a close partnership with clients, which I believe is key to a successful outcome.
I am a Chartered Fellow of the Chartered Institute of Securities and Investment and have lived on the Isle of Man since 2005.