James is a Partner at Delfin Private Office, advising ultra-high-net-worth families, trustees, family offices and investment committees on investment governance, manager selection, portfolio oversight and risk management. With more than 25 years of experience across private banking, investment management and global financial institutions, he combines analytical rigour with practical, client-focused advice.
Prior to joining Delfin, James held senior investment and risk roles at leading financial organisations, including Goldman Sachs, Barclays Capital and C. Hoare & Co. His career has centred on investment risk management, portfolio analysis and supporting decision-makers in complex investment environments.
Known for his independence of thought and strong analytical focus, James helps clients navigate complexity with confidence, bringing clarity, discipline and institutional-quality oversight to the management of significant private wealth.
James was awarded an MSc in Finance with Distinction from Imperial College London, is a Chartered Fellow of the Chartered Institute for Securities & Investment (FCSI) and holds the Financial Risk Manager (FRM) qualification from the Global Association of Risk Professionals.
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