James H.

Investment Director @Rathbones

Liverpool, GB

Senior investment director, with substantial experience managing portfolios for private clients, families - alongside and supporting advisors as appropriate, trusts, estates, pensions and charities. James has Honours and Masters degrees, and is a Chartered Fellow of the Chartered Institute for Securities and Investment (FCSI); and a Chartered Wealth Manager. James was a founding member of the Rathbones funds selection committee which has given him direct and regular ongoing access to leading fund managers. James has forged a career of over 30+ years, managing beneficial long-term client and intermediary relationships at Rathbones, and previously in a similar junior role since 1992 at Neilson Cobbold, which merged into Rathbones in the 90\'s.James is supported by a team that has worked together for over many years. Such continuity, helps to underpin the high level of personal service we are proud to deliver to clients and is remarkable in financial services.This key shared experience means that there is a valuable depth of client knowledge and integrated working practises, that have established over many years and throughout different phases of the economic and market cycles.

University of East Anglia

Bachelor of Arts (BA Hons)

Bangor University

Master of Science (M.Sc.)

Chartered Institute for Securities and Investment

Diploma