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.

Thomas Meredith
Senior Investment Director, Investment Team Head
Brooks Macdonald
United Kingdom, England, Birmingham
About Me
Profile Information
Senior Investment Director, Investment Team Head
Brooks Macdonald
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Birmingham
England
United Kingdom
Aug 26, 2025
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