James Carter, CFA

Co-Head of Fixed Income

James joined the company in March 2018 and is a Director and Co-Head of Fixed Income, having been appointed to the role in 2026. He joined the firm as a Credit Analyst, focusing on fundamental research and investment idea generation, before being appointed Portfolio Manager in 2021. James is co-manager of the Waverton Global Strategic Bond Fund, the Waverton Sterling Bond Fund and the Waverton Credit Opportunities Fund, and is a member of the Asset Allocation Committee. Prior to joining the firm, he worked at Moody’s Investors Service as an Associate Analyst within the Infrastructure 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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