With over 20 years experience in the finance sector, James has extensive experience both monitoring and managing investment portfolios. Prior to joining Enhance, James was Senior Manager of Investor Services at Equity Trust, responsible for the monitoring and analysis of portfolios for Trusts based in Jersey, Guernsey, Geneva and the British Virgin Islands.
James had previously been a portfolio manager for the Royal Bank of Canada based in London and Jersey, managing portfolios for trust, pension funds and private clients. He was also an investment manager at ABN Amro in Jersey and Zurich.
James is a Fellow and holds the Personal Charter for the Chartered Institute for Securities and Investment, holding the diploma including papers in ‘Private Client Investment Advice’, ‘Regulation & Compliance’ and ‘Fund Management’.
He is also qualified as General Representative having passed both the Securities and the Futures & Options papers and is an associate member of the Society of Technical Analysts.