Areas of expertise
Collective investment schemes, particularly investment companies.
James heads up Evelyn Partners’ Managed Portfolio Service as well as leading the Multi Asset team which oversees the Evelyn Partners MM Global Investment Fund, the Defensive Growth Fund and the MM Endurance Balanced Fund.
James joined the firm in 1999 and started working on the investment trust desk in 2001. He also sits on the firm’s Asset Allocation Committee and the Collectives Investment Group.
Graduated from the University of St. Andrews in 1998 with an MA (Hons) and is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI).