CoverProfile

James Bougeard

Senior Investment Manager

Brooks Macdonald

Jersey, Channel Islands, St. Helier

About Me

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 Man
View more

Profile Information

Senior Investment Manager

Brooks Macdonald

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

St. Helier

Channel Islands

Jersey

May 16, 2024

More profiles to browse

PB
Pam Beith
Investment Manager Director
TM
Thomas Meredith
Senior Investment Director & Investment Team Head, Birmingham
RS
Robert Salter
Senior Investment Management Director
MO
Mark O’Connor
Director & Head of Investment Management, Jersey

You Might Like

BH
Bob Helmer
President Emeritus
Baldwin Wallace University
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
SG
Sujit Govindraj
Executive Vice President, Managing Group Director
Flagstar Bank
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners