James has spent more than 40 years in the financial services industry and has witnessed first hand the many changes that have shaped the profession. In response to the increasing consolidation of investment management companies, he founded EXE Capital Management with the aim of providing a distinctly personal approach to a select number of clients who are seeking an alternative to the one-size fits all portfolio model.
James serves on the firm’s investment committee and is a keen advocate for investment companies, championing their unique structure as a means to deliver strong outcomes for investors.
He is a Chartered Member of the Chartered Institute of Securities and Investments (CISI).
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