James joined Brooks Macdonald in 2016 and manages discretionary portfolios for institutional, intermediary and private clients. Prior to joining Brooks Macdonald, James worked for HSBC Global Asset Management (International) as a discretionary wealth manager. He has over 15 years’ experience in the financial services industry. James holds the Certificate in Private Client Investment Advice & Management and the Investment Management Certificate (IMC). He is a Chartered Wealth Manager and a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI).