My primary role is to construct and manage investment portfolios across a range of asset classes for private clients, pensions, trusts and corporates. Portfolios are individually tailored to ensure that they are suitable for and meet the requirements of the underlying client. In an increasingly complex financial world, it is imperative that clients are comfortable with investments that are being made on their behalf. Clear communication with clients is therefore a major focus and key to building relationships and trust.
James holds the CISI Diploma in Private Client Investment Advice and Management (PCIAM). James is also a Chartered Fellow of the Chartered Institute for Securities and Investment.
Starting his career at WH Ireland in 2004, James worked as an Investment Manager there for 15 years. Whilst at WH Ireland, James was also responsible for chairing the equity selection committee as well as being a member of the asset allocation and portfolio construction committees.
Outside of work, James enjoys spending time with his young family. When time allows, James is also a keen sportsman with a particular interest in sailing, cycling and skiing. James recently attended the International 14 Sailing World Championships, where he won a silver medal. James also recently competed in a number of international sportives on his ride bike, including the Etape du Tour, Tour of Flanders and Amstel Gold.