Edinburgh OFFICE
Role at Quilter Cheviot
I am responsible for the management of investment portfolios on behalf of private clients, trusts, charities, and pension funds, including SIPPs and SSASs.
Experience
James joined Quilter Cheviot in 2017 after completing an MSc at the University of Edinburgh Business School. He has 2 years’ experience in the investment management industry.
Education/Qualifications
James is a Chartered Member of the Chartered Institute for Securities and Investment and holds the CISI Level 7 Chartered Wealth Manager Qualification. He has a BA (Hons) in English Literature from Corpus Christi College, Oxford, and an MSc with Distinction in Finance & Investment from the University of Edinburgh Business School.
Other interests
Outside of work, James enjoys athletics and cross country running.
Meet the team
Trainee Investment Manager
Trainee Investment Manager