Head of Research
James is Head of Research at Alvarium NZ, the local wealth management arm of Alvarium Investments which emerged as Alvarium took a majority shareholding in New Zealand Assets Management (NZAM) in September 2018. James worked at NZAM from 2008 to 2018, in a variety of roles that have given him a deep understanding of the investment management industry. From 2011 he worked as part of the research team, taking on a greater degree of responsibility over time, including work on strategic asset allocation as well as international travel to research and monitor external managers. Over this period he acquired an extensive knowledge and understanding of hedge fund strategies, which were a key focus of their investible universe.
James holds a Bachelor of Commerce majoring in Finance (University of Auckland) and a Bachelor of Arts (Honours First Class) majoring in Classics/Ancient History. James earned the CAIA charter in 2016.