James joined Saunderson House in January 2018 as a senior member of our Discretionary Management team, with a particular focus on the growth of the proposition, in our development of systems, processes and people.
Prior to joining Saunderson House, James was an Associate Director and Head of Discretionary Portfolio Implementation at HSBC Private Bank (UK &CI). Altogether James has over 15 years of experience in various Wealth Management roles with HSBC, Credit Suisse and Walker Crips.
He is a Chartered Wealth Manager and a member of the exam panel for the CISI’s level 7 Chartered Wealth Manager qualification.
Away from work James enjoys spending time with his young family and travelling, together with following various ‘televised’ sport!