Areas of expertise
James manages discretionary portfolios for UK-based individuals and families, including their associated pensions, trusts and small charities. James is also an analyst for the Industrials sector, is a collectives specialist on Asian funds and sits on the Smith & Williamson AIM committee. He holds the CISI Chartered Wealth Manager qualification and has passed all three levels of the CFA program.
James joined Smith & Williamson after graduating from Durham University following the completion of his PPE degree.