James is a Senior Adviser at Porta Partners who specialises in managing complex financial planning clients. A seasoned wealth manager with a proven track record of advising high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, James provides bespoke financial solutions from the heart of the City of London. Leveraging extensive experience in private banking and investment management, James helps clients grow, protect, and manage their wealth efficiently.
Sector Specialisms:
Business owners & entrepreneurs
Senior executives & bankers
Lawyers & legal professionals
Sports professionals & entertainers
International & non-domiciled clients
Family offices & generational wealth planning
Expertise:
Bespoke investment management & portfolio strategy
Tax-efficient wealth structuring & estate planning
Alternative investments & private markets
Succession planning & family governance
Risk management & regulatory compliance
Committed to delivering tailored financial strategies, James ensures that clients navigate complex markets with confidence while securing long-term financial success.
