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James is a partner in the Investment Management department and is responsible for overall Settlement Operations. In his role James’ main responsibilities include establishing and delivering key strategy within the area and settlement servicing of Investment Management clients. James is also Smith & Williamson’s IT chairman and was appointed head of Fund administration in December 2009.
Before joining Smith & Williamson in September 2006, James was appointed to represent the UK retail market as part of Euroclear’s single platform initiative (Settlement working group). Prior to that he was Head of Custody & Settlement for Barclays Stockbrokers/Gerrard & Head of Settlements for Gerrard Investment Management.
James is Fellow Member of the Securities & Investment Institute.