James Bromley

Portfolio Manager

James Bromley is a Portfolio Manager in the US Private Wealth team. Specialising in portfolio construction and management on behalf of HNWI, trust and corporate clients through multi asset strategies based on our global market views and client objectives. Mainly focusing on equity, fixed income, and derivative strategies with some use of alternative and commodity strategies.

James began his career with the company in 2013 working within the Private Investment Office, initially as a Portfolio Associate before being promoted to Junior Portfolio Manager and subsequently Portfolio Manager. He specialises on advising and managing assets on behalf of clients through multi-jurisdictions with a focus on tailoring investment decisions to align with the client’s financial planning objectives.

James graduated from Westminster Business School in Business Economics. He has successfully completed the Investment Management Certificate (IMC) as well as passing the CFA Level I exam.

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