“Marrying the human side of working with clients and the intellectual side of trying to invest wisely for them offers great variety to the role. It’s a really enjoyable combination.”
- Locations
- London, City
James is an Investment Manager with a breadth of experience managing multi-asset portfolios for private clients, trusts and charities, including tax-wrapped portfolios such as SIPPs, offshore bonds and ISAs.
James is proud of working on ESG-related and ethical portfolios and spearheading their inclusion within RBC Brewin Dolphin, as well as his work with prestigious charities.
He began his financial services career with RBC Brewin Dolphin in 2010, gaining valuable experience as an Investment Manager before advancing to Assistant Director in 2018 and Divisional Director in 2022. He has a degree in Business and International Finance from Oxford Brookes University and is a Chartered Wealth Manager and Chartered member of the Chartered Institute of Securities & Investments.