Fundment
James Watson is an experienced professional in asset services and operations, currently serving as Head of Asset Services and Head of Operational Change at True Potential LLP since November 2019. Prior roles include positions at Baillie Gifford as a Fund Administrator, FNZ Group as Corporate Actions SME, and Alliance Trust Savings as a Senior Corporate Actions Analyst. Additional experience includes Fund Administrator roles at HSBC Global Banking and Markets and Brewin Dolphin, along with business support in corporate actions and accounting at Procter & Gamble. Education was completed at Whickham School and Sports College.
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Fundment
Fundment is where discretionary fund management meets digital investment technology. The firm has developed an integrated solution for financial advisers and enterprise clients in the UK which enables them serve wider range of customers than previously. Fundment's technology are being used by advisers in the UK today to deliver a suitable,goal-based asset allocation and advice, integrated discretionary investment management and automated account management which reduce regulatory headache for advisers. Fundment is authorised and regulated by the Financial Conduct Authority and is an HM Revenue & Customs approved ISA plan manager.