UBS
James R. is an experienced finance professional currently serving as an Executive Director at UBS since November 2010, focusing on client relationship management and advising ultra-high-net-worth clients on asset allocation and wealth structuring. Prior to UBS, James R. worked as an Investment Assistant at Investec Wealth & Investment, supporting the management of high-net-worth client portfolios. James R.'s background includes leading a research project on agricultural land degradation at the University of the Free State and internships in global communications at Alstom Transport and in investment advisory at JLL. James R. holds a Master’s degree in Wealth Management from the Chartered Institute of Securities and Investment and a Master of Arts from the University of Oxford.
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