James is a portfolio manager within the firm’s international private client and charity team. James joined in July 2016, coming to Brown Advisory with over ten years of experience in managing the investments of UHNW UK, International and Professional family office clients.  Prior to joining Brown Advisory James was at Citi Private Bank, where he spent six years advising clients on the opportunities and complexities surrounding international investing. Before that James was at UBS Wealth Management and started his career at Barclays Capital.

James currently holds the Private Client Investment Management and Advice (PCIAM Diploma), Certificate in Financial Planning (CF1 – CF5) & CISI (Levels 1-3). James Graduated with an MA in Political Science from The University of Edinburgh (2005), with a focus on Political Economy.

Community Involvement

  • Young Enterprise London


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