James is a Wealth Manager within the Private Investment Office at W1M.
He advises Ultra High Net Worth individuals and families, providing coordinated oversight across their entire wealth. This includes investment strategy, consolidated reporting, and structuring across multiple jurisdictions, with a focus on simplifying complex financial arrangements and bringing clarity to the overall picture.
James works alongside a dedicated team of investment specialists, supporting clients with both direct portfolio management and broader strategic advice. His role often involves coordinating across advisers, trustees and family members, ensuring that investment decisions, tax considerations and long term objectives are aligned.
James joined W1M in 2024 from a UK-based wealth manager focused on multi jurisdictional UHNW families. He was closely involved in developing the firm's approach to advising clients with complex, global wealth, and acted as a trusted adviser to a number of its largest families.
