Areas of Experience
Charitable trusts; pension schemes; family portfolios; private clients; self-invested personal pensions (SIPPs).
James has 8 years of experience at Smith & Williamson, having joined on the graduate scheme in September 2010. James manages discretionary portfolios for a broad range of charities, endowments, private clients and trusts. This includes portfolio construction, asset allocation and stock selection, with a particular focus on global mandates. He is also the lead sector analyst for European transport and covers the Multi-Asset fund research.
University of Bristol, BA (Hons) in Classics; Cass Business School, London, MSc Investment Management; Chartered Fellow of the Chartered Institute of Securities & Investment (CISI).