James Yates

James joined us in September 2024 and adds 30 years of investment administration experience to the practice. He has spent time working for asset management firms and financial advisers in the City of London, the South East of England and Neuchatel, in Switzerland. He has worked with all manner of clients from high net worth experienced clients to people just starting out on their investment journey. James grew up abroad and now lives in Littlehampton with his cat, Wellington. In his spare time, he enjoys cooking and photography and is a dedicated motorsports fan, following Formula 1, Touring Cars and the World Endurance Championship. He also supports Southampton Football Club, although sometimes wonders why.