James joined the company in January 2013. He is Co-Head of Multi-Asset at W1M and Lead Fund Manager of the Waverton Multi-Asset Fund range, including the Defensive, Cautious, Balanced and Growth funds. He is also responsible for managing the Waverton Multi-Asset Income Fund, the Waverton Portfolio Fund, segregated multi-asset mandates and is part of the team responsible for W1M’s award winning MPS. James is also a member of the Asset Allocation Committee. He was nominated for the Fund Manager of the Year for four consecutive years (2022–2025) in the Mixed Investment 40–85% Shares category, and for another four years (2021–2024) in the Mixed Investment 20–60% Shares category, winning the latter in 2022. He also won the 2022 Portfolio Adviser Awards’ “Best Multi-Asset Fund - Balanced” and the 2025 Professional Adviser Awards’ “Best Balanced Fund”. James is a CFA Charterholder.
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