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Global Capital Markets Investor Relations Wealth Management:  CA  |  AU 

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James Leith

Photo of James Leith

Private Client Director

I joined the company in January 2024 from Coutts Crown Dependencies where I had worked for nearly 10 years, most recently as Market Lead for the Isle of Man.

Having gained a very broad and detailed experience over nearly three decades working in the private and corporate financial sectors, my current role is to guide high net worth individuals with their wealth planning.

While most clients have an idea or a ‘road map’ as to what they want to achieve in terms of wealth and planning over the medium term (which may also include succession planning) - I assist by providing guidance and solutions along this journey while always prioritizing a close partnership with clients, which I believe is key to a successful outcome.

I am a Chartered Fellow of the Chartered Institute of Securities and Investment and have lived on the Isle of Man since 2005.

A bit about me:

I like most sport, play golf and squash regularly alongside walking the dog and spending time and trips away with my wife and adult children.

What does can-do mean to me:

You could call it an ethos, an approach, or an ideology. We simply call it can-do.

For me ‘can-do’ is a positive mindset and is particularly useful when guiding clients on their future plans ensuring all options are considered.

Contact:

+44 1624 690132
View James Leith's profile on LinkedIn

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Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.