James Boycott

James Boycott

Associate Director, Investment management

Areas of Experience

Charities, Endowments, Pensions and other institutional mandates (including family OEICS).

Experience

James has over 10 years of experience at Smith & Williamson having joined on the graduate scheme in 2010. James manages discretionary portfolios for a wide range of charities including religious, medical, military, arts and educational organisations. He specialises in providing bespoke global multi-asset portfolios with a particular focus on ethical and ESG factors. James is also the lead sector analyst for global transportation including airlines, logistics and bus & rail, as well as covering the Multi-Asset fund research.

Professional Qualifications

University of Bristol, BA (Hons) in Classics; Cass Business School, London, MSc Investment Management; Chartered Fellow of the Chartered Institute of Securities & Investment (CISI).

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