James Hawkes, CFA has a strong background in investment analysis and portfolio management. James began their career as a Graduate Prop Trader at ARB Capital in 2010 before moving on to work as an Investment Analyst at Reeves in 2011. Hawkes then joined Cumberland Place Financial Management in 2012 as an Investment Analyst, where they focused on portfolio management, research, due diligence, and performance reporting. James later joined Coutts in 2015, initially as an Associate Director in Investment Strategy & Fund Research before being promoted to Director in the same department. In their role at Coutts, Hawkes was responsible for research, selection, and management of various investment strategies, including US equity, loans, ABS, convertible bonds, and UCITS hedge funds. James also contributed to asset allocation and strategy idea generation as a member of the systematic investment forum.
James Hawkes, CFA holds a Bachelor of Arts (B.A.) degree in Philosophy from the University of East Anglia, which they obtained from 2006 to 2009. James also attended Simon Langton Boys Grammar and Kent College, although specific details regarding degrees or fields of study are not available. In terms of certifications, James Hawkes, CFA is a Chartered Financial Analyst (CFA) charterholder, achieved in 2015 through the CFA Institute. James also holds an Investment Management Certificate obtained in 2012 from the same institution. Additionally, they obtained a Certificate in ESG Investing from CFA UK in 2021.
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