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Professional Biography

James specialises in advising multi-generational and multi-jurisdictional families on their investments, family governance, wealth preservation, and philanthropic strategies. Having begun his career at Citigroup in 2005 as part of the Mergers & Acquisitions team in Frankfurt, he joined Evelyn Partners in 2016. Along with the day-to-day management of investment portfolios, James is also one of the firm’s research specialists with responsibility for Global Equity funds. James sits on both the STEP Worldwide Council and the CISI International Committee. He is also an Ambassador for the Diversity Project.

What is your favorite restaurant to take a client or colleague to?

Depending on their spice capacity; Bibi (Indian), Chishuru (West African), Endo (Japanese), Luca (Italian)

What is the best piece of advice you have ever received?

Those who speak the loudest rarely know the most

What was your first job?

Film extra (blink and you miss roles)

What is the book you recommend to everyone?

The 13 1/2 Lives of Captain Bluebear

What changes do you expect to see in your practice over the next year?

A greater respect for patience over fomo