James Barrie

Wealth Manager

James is a Wealth Manager within the Private Investment Office.

Prior to joining the firm, James spent 9 years at a UK-based wealth manager with a focus on multi-jurisdictional, Ultra High Net Worth (UHNW) families. Having joined that business at its inception, he helped build the proposition for clients of significant size and complexity. This became a core service line and specialism for the firm with James looking after many of the largest and more complex families as their trusted adviser.

James is a CFA Charterholder and has been awarded a Diploma in Investment Advice and the IMC. He has a 1st Class BSc Hons degree in Economics from The University of Leeds.

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