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Head of UK and Europe Business Development


James began his financial services career in 1994 when he joined M&G Securities as a Fund Administrator. In 1997 he moved to International Financial Data Services (IFDS), the UKs largest Transfer Agent, where he remained for 12 years before transitioning to IFDS Managers to work on the establishment and development of the groups Independent ACD business. In 2013 James joined Fund Partners as Client Director when IFDS Managers was acquired by the PPAL Group. As a member of the Executive Board James had overall responsibility for the delivery of the groups Business and Product Development strategy as well as the day-to-day management of the Relationship Management and Project teams. In February 2015 James was promoted to Co-CEO, sharing overall responsibility for the strategic and operational development of the business with Kevin Lavery. James established Equity Trustees (UK & Europe) in January 2017 and has overall responsibility for the groups Business Development strategy as well as direct responsibility for Client Relationship Management, Product Development, Project Management and Distribution Oversight functions for the Regulated subsidiary businesses.

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