Head of UK Wealth Advisory Managing Director
James is the Head of UK Wealth Advisory at J.P. Morgan Private Bank.
James is passionate about helping clients navigate life’s most important milestones. From moving to or from the UK, the sale of a business, the receipt of significant liquidity, or understanding the value their wealth can hold for future generations. James works with clients to help identify the meaning, purpose and goals they ascribe to the wealth they have worked so hard to create.
James has significant experience and expertise in working with UK resident clients and in particular non-domiciled individuals.
James started his career as a Private Client solicitor at Macfarlanes LLP and joined J.P. Morgan Private Bank in 2017 from a leading European Wealth Manager. James is a Trust & Estate Practitioner (“TEP”) and a committee member for the City of London Branch of the Society of Trust & Estate Practitioners (“STEP”), the leading worldwide professional association for those advising families across generations. In 2023 James was identified as a “Global Leader” for Private Client Trust & Advisory Services by Who’s Who Legal.
James is an English Literature graduate from the University of Leeds and a Law graduate from the University of Law.
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