James assists with the management of portfolios for a variety of UK and international private clients and charities. Prior to joining Sarasin & Partners in 2017, he spent 18 months working for Bank Leumi as an Assistant Relationship Manager on the Investment Advisory Desk.
James graduated with a BA Hons in Russian from the University of Bristol. He holds the Investment Advice Diploma, the Level 6 Private Client Investment Advice and Management certificate (PCIAM), while he has also obtained the Level 7 CISI Chartered Wealth Manager Qualification.
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