James Boulter is Head of Portfolio Management for the Private Office and Strategic Partnership teams.

James joined Investec in 2016, where he now oversees the management of portfolios for high net worth clients.

James studied Economics and Modern History at the University of St Andrews, graduating in 2010. From there he joined Bank of America on the bank's graduate scheme and was subsequently recruited to Merrill Lynch Portfolio Managers and given responsibility for the management of multi-asset portfolios in 2012. The international wealth management operations of Merrill Lynch were acquired by Julius Baer in 2013.

Specialising in fixed income investments, James is a regular contributor to CNBC’s Squawk Box Europe programme.

My priority is to help my clients and IFA partners' clients achieve the best returns on their investments by constructing a portfolio to meet their current position, requirements and financial objectives. This is achieved by working closely in conjunction with our IFA partners. I specialise in portfolio construction for clients prior to retirement, post retirement and in managing IHT related portfolios designed to reduce inheritance tax liabilities. To ensure the best possible outcome for clients I work closely with our extensive in-house research team to identify suitable investments, matching clients' risk profiles and objectives to investment portfolios that aim to deliver excellent growth over the longer term.

I specialise in helping my clients make the right investment decisions and being responsible for implementing the investment strategy and day-to-day management of portfolios. I advise them on investments during their professional career, pre and post sale of their business, optimising income up to and beyond retirement, tax-efficient investments and managing family assets for the next generation. I help create the most suitable portfolios for returns on a risk-adjusted basis using a spread of investments across different asset classes including UK and overseas equities, fixed interest, hedge funds, infrastructure funds and structured products.

I am the team leader for the Leeds and Sheffield discretionary desk, managing investment portfolios for varied types of clients including private individuals, pension funds, charities and trusts.

I manage assets on both an Advisory and Discretionary basis, specialising in Private Individuals, Trusts, Pensions and Charities.I have a degree in Human Geography and Economics from Loughborough University and am a Chartered Fellow of the Chartered Institute for Securities and Investment (Chartered FCSI).

I am a qualified Investment Director working closely with the senior investment directors on my team, assisting them to provide a personable and bespoke investment management service to Private Clients, Trusts, Corporates and Charities.

I started work at Williams De Broe in 2011 and joined Investec Wealth & Investment as a result of the takeover of Evolution Group in 2011. With over a decade of experience in financial services, I have formed a strong knowledge base of how our business can work best to benefit my clients. I am committed to helping others meet their financial objectives by working closely with them and their advisers in order to achieve their investment goals.

As part of the fund management team, I have discretionary investment management responsibilities for a range of client portfolios. I have a particular focus on implementing investment strategies for charities, where I construct and manage bespoke portfolios to meet each charity's individual requirements. I also work closely with colleagues in the research team to identify suitable investments for inclusion in portfolios, which ensures the best possible outcomes for my clients. In addition to my investment management responsibilities, I am involved with the firm's overall investment process through memberships of the Fixed Interest Investment Selection Committee and the Equity Corporate Governance Committee.

As senior investment director at Investec, based in Belfast, I work with a wide range of clients and professional introducers in both Northern Ireland and the Isle of Man. I manage portfolios for private clients, trusts, SIPP's, charities and corporate entities. This involves working closely alongside other professionals, including solicitors, accountants, financial advisers and CSP providers to build and implement bespoke investment strategies for clients. I manage both UK and global investors, as well as having clients all over the world which enables me to offer solutions to clients in a number of different currencies.