James, a Chartered Wealth Manager, joined the Private Client team in London as an Investment Director in October 2025. He brings over a decade of diverse experience gained at a US bank, a FTSE 100 company, and a large private wealth manager. He specialises in managing discretionary portfolios for multi-generational families, entrepreneurs and clients with specific independence restrictions (e.g. PwC Partners). James is committed to generating long-term real returns to help clients achieve genuine financial independence and is actively involved in the investment research and fund selection process.
