James joined Brooks Macdonald in 2021 and manages bespoke discretionary portfolios on behalf of a range of clients. Prior to joining Brooks Macdonald, James worked at EFG Harris Allday for 8 years, starting as a trainee, then as an Investment Manager and latterly an Assistant Investment Director. James holds the Investment Advice Diploma (IAD) and Private Client Investment Advice and Management Certificate (PCIAM) qualification and is a Chartered Fellow of the CISI. James graduated from Nottingham Law School in 2012 with a degree in Law. James sits on our UK direct equity research team.