James serves as a trusted advisor for successful family enterprise, family office, and for-purpose clients on all aspects of investment management.
James has built a strong reputation for providing a hands on and proactive lead in multi-asset class investment strategy, asset allocation, and portfolio construction. Highly analytical and with a natural attention to detail, James takes particular care with the construction and management of his clients’ portfolios. James has gained a strong appreciation through working with a unique client base to deliver clear, disciplined investment advice with enhanced governance.
Prior to joining LGT Wealth Management, James spent 13 years with the ANZ Banking Group, predominantly in Private Banking where he built a deep understanding of the intricacies in providing comprehensive financial advice across complex balance sheets. James is ASX accredited and qualified to advise on both traditional and non-traditional asset classes, derivatives and foreign exchange.
