James’ primary responsibility is to assist the Investment Managers in the management of portfolios on behalf of individuals, trusts, charities and pensions. This includes liaising between the Investment Managers and back office to ensure client information held by Quilter Cheviot is accurate and up to date.
James graduated from Leeds Metropolitan with a degree in International Relations and has since completed his Investment Operations Certificate (IOC).
James joined the industry in 2019 after previously working in account management.
Outside of work James enjoys keeping active, he plays amateur rugby and is a keen cyclist.