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James began his city career in 1983 at Buckmaster and Moore (later taken over by Credit Suisse) where he worked within the private client department. During his time there, he managed investment portfolios for private clients, their trusts, charities and pension funds. In 1996, he was part of a team who moved to James Capel (subsequently renamed HSBC Investment Management), where he became an Investment Director. James joined Canaccord Genuity Wealth Management as part of the acquisition of Punter Southall Wealth. James is Chartered Fellow of the CISI and has over 30 years' investment experience.