James Richards

Areas of expertise

James is the investment lead for PwC within our Professional Practice team working with Partners and those with independence restrictions. He also looks after Discretionary and Advisory private clients, corporates and charities, in a growing book of business.

James is also a research analyst in our Global Equity Fund team, where he is lead analyst on £4.5bn of firm assets under management.

Experience

James has over a decade of industry experience having worked for Hargreaves Lansdown and JP Morgan Asset Management before joining Evelyn Partners in 2017.

James sits on the firm’s Collectives Investment Group, overseeing the fund selection process.

James is also a member of our Investment Management Graduate Recruitment team.

Notable client work and achievements

James has a growing book of clients as part of a team with over £1bn client assets under management.

Outside of work James is a keen amateur sportsman regularly playing Cricket, Golf and Fives.

Professional qualifications and memberships

James is a Chartered Wealth Manager and Chartered Fellow of the Chartered Institute for Securities & Investment (CISI).

James has a BSc (Hons) in Economics from the University of Bristol.