About James
I bring over 20 years’ experience in private banking and wealth management, providing advisory, execution-only trading, and custody services to corporate and private clients.
My career has been built within leading international financial institutions, where I worked with high-net-worth individuals, families and businesses to develop investment strategies aligned with their long-term financial objectives.
I hold the CISI Level 4 Diploma in Investment Advice along with advanced qualifications in securities and investment operations, and I am a Chartered Member of the Chartered Institute for Securities & Investment (MCSI).
Outside of work, I enjoy keeping up with my children’s activities and making time to stay active, whether that’s visiting the gym or going for a run.
