James Lord Wealth Manager

James is a Wealth Manager specialising in advising high-net worth private clients and their families on their global financial affairs. James has 12+ 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.

James Lord

James Lord

Wealth Manager

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