James is a Wealth Manager specialising in advising high-net worth private clients and their families on their global financial affairs. James has 15 years’ experience working in financial services, where he has previously held roles with Deutsche Bank, Morgan Stanley and Credit Suisse. James is a Member of the CISI and holds the Investment Advice Diploma level 4 and Private Client Investment Advice Management Diploma level 6 qualifications. Outside of the firm James is on the Board of Governors for Leeds Art University.
