James Morrison

Areas of expertise

Investment management; private clients; Individual savings accounts; trusts; self-invested personal pensions; charities and companies.

Experience

James is a is a Partner at Evelyn Partners and has nearly 40 years experience dealing in all aspects of private client investment management. He manages a wide and diversified range of clients in both the UK and internationally, built upon strong long-term relationships with clients as their trusted advisor.

James has provided a personalised service for numerous families over many generations.

Professional qualifications/memberships

Chartered Fellow of the Chartered Institute for Securities & Investment (CISI).