Areas of expertise
Collective investment schemes, particularly investment companies.
James co-heads Smith & Williamson’s Managed Portfolio Service as well as leading the Multi Manager team, which oversees the Smith & Williamson MM Global Investment Fund, the Defensive Growth Fund and the MM Endurance Balanced Fund.
James joined the firm in 1999 and started working on the investment trust desk in 2001. He also sits on the firm’s Asset Allocation Policy committee.
Graduated from the University of St. Andrews in 1998 with an MA (Hons) and is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI).