Deputy CEO
James is Deputy CEO at Rothschild & Co Wealth Management, having joined in 2010. He is responsible for advising wealthy families, entrepreneurs and charities, and specialises in complex investment situations.
Prior to joining Rothschild & Co, James spent seven years at Morgan Stanley where his focus was on advising Ultra High Net Worth individuals.
James has a law degree from Durham University. He also holds the Private Client Investment Advice & Management qualification, and is a Chartered Fellow of the Chartered Institute for Securities & Investment.
Outside of work, James can likely be found reading, playing tennis or most likely, spending time with his wife and son.
Insights
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