James Swaby

James heads the Regional Portfolio Management Team at Rathbones. He joined the firm in 2014 to establish a team dedicated to the day-to-day management of client portfolios. His team oversees assets across the Birmingham and Cheltenham offices, with responsibility for portfolio strategy, investment performance, and risk governance. James began his career in financial planning before moving into investment management, where he managed multi-asset and bespoke portfolios, and contributed to research and tactical asset allocation. He holds a degree in International Business Economics from the University of the West of England and is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI). He currently serves as President of the CISI Cotswolds branch and sits on the CISI’s Disciplinary & Appeals Panel.