Areas of expertise
Private Clients, Charities, SIPPs
James has been working at Smith & Williamson for over 6 years, having joined the graduate program in 2014. As well as specialising in private client and charities portfolio management, James contributes as a sector specialist looking at Media and Transport companies as well as UK Growth Funds and Structured Products.
James is a CFA chartership holder as well as a being a Chartered Fellow of the Chartered Institute of Securities & Investment (CISI).