James Ramsay

Head of Investment Product Management @Puma Investments

Glasgow, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Sep 2024 — Present

Head of Investment Product Management @Puma Investments

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London, GB

Puma Investments is part of the Puma Capital Group. Today, the Puma Capital Group comprises four businesses focused on delivering long-term sustainable growth for our investors and partners. Together, they manage more than £900 million in assets, have lent more than £1 billion of development funding, and have assisted dozens of businesses across the UK elevate and expand to deliver on their brilliant ideas.James is the Head of Investment Product Management and is responsible for overseeing and monitoring Puma’s investment products as well as new product launches. He returned to Puma in 2024 having worked at the company from 2013 to 2016 as a Product Specialist. More recently he worked at Apex Allenbridge, an independent reviewer in the tax efficient space, producing research and consulting to a number of the industry’s largest wealth managers. His previous experience includes two other tax efficient managers, as a financial adviser and a private banker. James has an MA in Mediaeval History from St Andrews University.

EDUCATION

2002 — 2007

University of St Andrews

Master of Arts (MA), Mediaeval History

SKILLS

Alternative InvestmentsInvestmentsInvestment StrategiesWealth ManagementAsset ManagementFinancial PlanningInheritance Tax PlanningManagement

ABOUT JAMES RAMSAY

James joined the wealth management industry in 2004 and has been reviewing, advising on…

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James Ramsay — Head of Investment Product Management at Puma Investments in Glasgow, GB | Unifers