James is a co-founder of Concentric and a Director of the business, heading up our strategic partnership with the Managed Portfolio Indices where he is a Director.
James was previously a co-founder and CEO of Enhance Group in 2005, following senior roles in trust, investment management and private banking. James remains a shareholder within Enhance Group, and sits on their Board as a Non-Executive Director.
At Enhance James was an early adopter of FinTech to optimise efficient and cost-effective investment reporting services to the fiduciary sector. Through the use of proprietary software, Enhance created a portfolio monitoring process which enabled Trustees to discharge their regulatory responsibilities with regard to portfolio monitoring and drive much higher standards from their investment service providers. Enhance Group has now become a global business, offering investment reporting, investment consultancy and treasury services to corporate trustees, fund managers, charities and private clients across the world, and we are pleased to have them as a strategic partner.
James is a Chartered Fellow of the Chartered Institute for Securities and Investment, and has extensive experience within the financial services industry.