Investment Director
0203 327 5433

James began his city career in 1983 at Buckmaster and Moore (later taken over by Credit Suisse) where he worked within the private client department. During his time there, he managed investment portfolios for private clients, their trusts, charities and pension funds. In 1996 he was part of a team who moved to James Capel (subsequently renamed HSBC Investment Management), where he became an Investment Director. James joined Punter Southall Wealth (formerly Psigma Investment Management) in November 2002 to continue with his existing areas of expertise as well as working closely with other Punter Southall companies to develop bespoke investment solutions. James was a founding member of the Investment Committee (now headed by Thomas Becket) where he remains a key member. James is Chartered Fellow of the CISI and has over 30 years investment experience.

Other Punter Southall Wealth Members