Watch video

Watch now

Tim's financial journey

Discover what personalised financial advice really feels like

Watch video

James Regan

Richmond

Meet James

I work in the Investment Management department as a Senior Investment Manager.

I graduated from Southampton University with a degree in Sports Science and began my career with JP Morgan Chase before joining the specialist Asian and Japanese hedge fund, Coupland Cardiff. I then spent several years at PFP Wealth Management as a Portfolio Manager before moving to City Asset Management in 2015. My specialisms include client portfolio management, with a particular focus on Asian and emerging markets, and I am responsible for asset allocation and fund research.

Outside of work, I enjoy golf and skiing, and I have experience working as a ski guide in France.

 

Tell us about your goals.

Start working towards your financial goals today by booking a no-obligation initial meeting with one of our advisers

    [hidden _url]