James has been working in the wealth management industry for over a decade and became a registered Financial Adviser in 2018. Prior to joining Ord Minnett, he cultivated a deep understanding of financial markets and refined his client relationship management skills at Morgan Stanley.
At Ord Minnett, James collaborates with a diverse clientele, including institutional investors, high net worth individuals, and not-for-profit organisations. He specialises in providing tailored asset allocation advice, skillfully navigating multi-asset and multi-currency portfolios to ensure each client achieves their unique investment goals and objectives with both precision and strategic insight.
James is deeply committed to delivering exceptional service and fostering long-term financial success for his clients through proactive and highly personalised advice, ensuring their portfolios are strategically positioned to meet their specific needs within the broader landscape of investment services and the nuanced requirements of high net worth and institutional client advisory.
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