Following completion of his Business Economics Degree and an advisor role at a financial consultancy firm in the City, James joined Killik & Co in 2007. James’ particular expertise is in managing bespoke and structured portfolios for wealthy clients, including individuals, families, pension funds, trusts and companies. Key drivers for James are forming close relationships with clients to create bespoke portfolio’s which are closely aligned to their risk appetite and long term goals whilst ensuring ongoing communication and an efficient service.
James is a Chartered Fellow of the Chartered Institute for Securities & Investment.
46 Grosvenor Street Mayfair, London
+44 (0) 207 337 0777