James is a co-founder and Director of Concentric.
Alongside his role at Concentric, James acts as a Director for investment benchmarking business MP Analytics Limited and as a Director for the ESG consulting business, True Limited. Previous to these roles James was co-founder and CEO of Enhance Group, following senior roles in trust, investment management and private banking.
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. In this role James worked closely with STEP and the global fiduciary community providing the Managed Portfolio Indices, a role in which he remains active. In 2018 James partnered with Gordon Bennie to launch Concentric, to make the institutional standards developed by Enhance available to private clients, whilst incorporating sustainable investment practices.
James is a Chartered Fellow of the Chartered Institute for Securities and Investment, and has extensive experience within the financial services industry.