James Carter, CFA

Portfolio Manager

James joined the company in March 2018 as a Credit Analyst, focusing on fundamental research and investment idea generation. In 2021, James became a Portfolio Manager, looking after fixed income portfolios and supporting the Head of Fixed Income as co-manager of the Waverton Global Strategic Bond Fund and the Waverton Sterling Bond Fund. Before this, he worked at Moody's Investors Service as an Associate Analyst within the Infrastructure & Project Finance Team. James graduated from the University of Exeter in 2016 with a first class degree in Economics, holds the Investment Management Certificate (IMC) and is a CFA charterholder.

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