James C. is an accomplished professional in wealth advisory, currently serving as the Managing Director and Head of UK Wealth Advisory at J.P. Morgan Private Bank since October 2017. Prior to this role, James held several key positions, including Executive Director at STEP – Advising Families Across Generations and Director at UBS, where extensive experience in wealth planning was gained. James began a legal career as a Solicitor at Macfarlanes and Lawrence Graham, following a solid educational foundation with a degree in English Language and Literature from the University of Leeds. James also contributes to the community as a City Branch Committee Member.
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STEP – Advising Families Across Generations
STEP is the worldwide professional association for those advising families across generations, offering training and development to a global network of trust and estate practitioners. All STEP members belong to a branch or chapter that provides professional development and opportunities to network with peers at a local level. We have 20,000 members in over 100 branches and chapters across the world.