James Munson

James Munson is a seasoned financial professional with extensive experience in relationship management and investment solutions for ultra-high-net-worth clients. Currently serving as a Senior Relationship Manager at C. Hoare & Co. since July 2014, James previously held the position of Director for the UK International Team at HSBC Private Bank from May 2000 to July 2014, focusing on banking solutions for clients with UK Resident/Non Domicile status. Academic qualifications include an Associate of the Chartered Institute of Bankers from The Chartered Banker Institute, a Bachelor of Science (BSc) in Psychology from the University of Bristol, and certifications in Private Client Investment Advice and Management from The Chartered Institute for Securities & Investment, as well as a Certificate in Mortgage Advice and Practice from the Institute of Financial Services.