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James Dawkins Investment management

James Dawkins

Investment management

Areas of expertise

James specialises in looking after sophisticated investors who typically have experience of working in the financial sector or are business owners.


James sits on Evelyn’s Collectives Investment Group, and previously the Asset Allocation Committee, making company-wide decisions on investment strategy. James started working in this industry when he joined he joined Ingenious Asset Management in 2015. A year later they were acquired by Tilney, which became Evelyn Partners.

Notable client work and achievements

James was named as one of the 2024 PAM NextGen Leaders, and was recognised in Citywire's Wealth Manager Top 30 under 30.

Professional qualifications and memberships

James is a CFA Charter holder and a Chartered Member of CISI. He read Economics and Maths at Bristol University.

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