Leeds office

James Langtree

James Langtree

Investment Administrator
Role at Quilter Cheviot

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.

Education/Qualifications

James graduated from Leeds Metropolitan with a degree in International Relations and has since completed his Investment Operations Certificate (IOC).

Experience

James joined the industry in 2019 after previously working in account management.

Other interests

Outside of work James enjoys keeping active, he plays amateur rugby and is a keen cyclist.

Meet the team

Andrew Wilson
Executive Director
Fraser Wilkinson
Executive DirectorHead of Leeds Office