Areas of Experience
Charities, Endowments, Pensions and other institutional mandates (including family OEICS).
James has over 10 years of experience at Smith & Williamson having joined on the graduate scheme in 2010. James manages discretionary portfolios for a wide range of charities including religious, medical, military, arts and educational organisations. He specialises in providing bespoke global multi-asset portfolios with a particular focus on ethical and ESG factors. James is also the lead sector analyst for global transportation including airlines, logistics and bus & rail, as well as covering the Multi-Asset fund research.
University of Bristol, BA (Hons) in Classics; Cass Business School, London, MSc Investment Management; Chartered Fellow of the Chartered Institute of Securities & Investment (CISI).