James joined Brooks Macdonald in 2021 and provides investment advice to private clients, trustees and financial advisors. He also participates in our Investment and Research Committees. Prior to joining Brooks Macdonald, James worked for HSBC Expat, where he managed a portfolio of high net worth international clients, advising on tailored wealth solutions. He has also previously worked for a local financial advisory firm, providing investment and retirement advice while also participating in company and investment committee meetings. James is a Chartered Member of the Chartered Institute of Securities and Investment (CISI) and holds the Certificate in Private Client Investment Advice and
James Bougeard
Senior Investment Manager
Brooks Macdonald
Jersey, Channel Islands, St. Helier
About Me
Profile Information
Senior Investment Manager
Brooks Macdonald
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
St. Helier
Channel Islands
Jersey
Sep 25, 2025
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