My primary responsibility is to work closely with and assist three Investment Managers in their day-to-day tasks, ensuring their administrative needs are met so that they can provide comprehensive client services and expert investment management for their clients.
James has had a variety of experiences within the financial sector; with work experiences and internships at Aviate Global, Smith & Williamson Investment Management, S. W. Mitchell Capital, and Charles Stanley Investment Management. He has also done some negotiation consultancy, telemarketing, and editorial work.
James graduated from Durham University with a First Class BA (Hons) in Theology & Religion, and holds a certificate from the Oxford Program on Negotiation at The University of Oxford’s Saïd Business School. He intends to study towards the IAD and Chartered Wealth Management Qualification once his probationary period is complete.
James enjoys reading, shooting and long-distance running. He supports Teen Cancer Trust and has previously organised running events at school to fundraise for the charity.