I provide advice for high-net-worth individuals and their families on their investments and achieving their financial goals. As part of this I manage a broad range of investment portfolios and have extensive experience in the management of pension funds and inheritance tax scheme assets.

I manage multi-asset portfolios and provide broader financial planning advice as part of our Wealth Planning service to a range of high net worth families, trusts and charities. Focusing on each client's unique situation I assist with portfolio construction, asset allocation and investment management, as well as considering relevant holding structures and tax efficient solutions for working towards pre-agreed long term goals. With families, this can often include strategies for ensuring that assets pass effectively and tax efficiently between generations over time. The strategy that is agreed upon is kept under regular review and adapted as individual circumstances and the investment environment evolve.

I specialise in providing a bespoke discretionary investment management service. I work directly with private individuals and in conjunction with their financial advisers and other professionals including solicitors and accountants. I manage ISAs, personal and corporate pensions, trusts, offshore bonds and funds on behalf of charities. The investment portfolios are constructed using Investec's in-house research and are tailored to meet the individual needs of my clients.

I look after wealthy families and individuals who are looking to have their financial affairs covered in a holistic way. I work closely with their advisers from a planning, legal and accounting perspective, to ensure that all financial angles are covered once the discussions around long term structuring have been agreed. I am also able to access broader banking and business solutions for clients using the breadth of services provided elsewhere within Investec.

I am an Investment Director for the Investment Management team in the Belfast Office. I manage portfolios for private clients, pensions, trusts and corporate entities.

I provide investment advice to high net worth non-UK domiciled individuals, with a particular focus on International clients living around the world. I have extensive experience in managing bespoke, multi-currency portfolios including dollar, euro and sterling strategies for international clients.

My over-riding priority is to always act in my clients' best interests, helping them to achieve their financial goals through a deep understanding of their current circumstances, requirements, financial objectives and aspirations.

I provide advice on the structuring and investment of tax-efficient portfolios including ISAs, pensions, and trusts. My clients are typically individuals and business owners looking to invest excess savings, plan for their retirement, or undertake estate planning to mitigate Inheritance Tax.

I am a Chartered Financial Planner and a Fellow of the Personal Finance Society (FPFS) within the Chartered Insurance Institute. I am also a Chartered Fellow (FCSI) of the Chartered Institute for Securities and Investment. Having graduated from the University of York with a degree in economics in 2015, I joined Rathbones as part of our merger with Investec Wealth & Investment in 2025.

As an investment director, my priority is to help my clients achieve their financial goals. By understanding their current position and financial objectives, I help them to achieve this through discretionary managed portfolios. I mostly specialise in investment management, creating diversified portfolios that are bespoke to the individual client. However just as important is building lasting relationships with clients and professional advisers so that trust can be earned and maintained. Using Investec's experienced in-house research team to identify suitable investment opportunities and matching clients' risk profiles and objectives to their investment portfolios that will deliver for them now and in their future.

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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.