James Caley Dip PFS currently serves as the Head of Wealth Management at HSBC, leading a team of 110 colleagues across the South and London regions of the UK. With over 23 years of experience in Wealth Management, Caley has a proven track record in driving revenue growth and enhancing client relationships, particularly within the high-net-worth segment. Caley's previous roles include positions such as Interim UK Head of Wealth Management and Premier Independent Financial Advisor, where they demonstrated expertise in leading high-performance teams and delivering exceptional client service. Their education includes an Executive Certificate in Client Investment Theory and Strategy from INSEAD and various qualifications from the Chartered Insurance Institute.
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