James began his career in wealth management 22 years ago at JBWere & Son (subsequently Goldman Sachs JBWere). His strong analytical and portfolio management skills, together with an engaging and personable approach, have seen James forge highly successful long-term relationships with his clients, a number of whom are still with him today. James moved to UBS Wealth Management in 2005 where he spent a decade building his practice, before joining LGT Wealth Management as a partner in 2016.
James works with a broad spectrum of clients, ranging from senior executives of listed companies, families with multi-generational wealth management requirements, to charitable and not-for-profit organisations. He applies discipline, rigour and a strong focus on risk management to each and every portfolio he manages. Over time, James has sought to limit the number of clients he services so that each relationship can remain his absolute priority.
With his old-fashioned approach to client service: "Put your client first, second, and third - always", says James, he strives to achieve outcomes that exceed client expectations, whilst maintaining an informed perspective on the financial world around him.
James holds Bachelor of Commerce and Bachelor of Arts degrees from the University of Melbourne, and a Graduate Diploma of Applied Finance and Investment.
