James Grayson

Areas of expertise

UK and international private clients; trusts, charities and corporations; bespoke managed portfolio services; mandates within fund (OEIC) and Family Investment Company structures.

Experience

James joined Tilney Evelyn Partners in 2021 from Brooks Macdonald Asset Management. He started his investment career in 1996 as a fund research analyst at Skandia Life. He later joined Thesis Asset Management where he successfully managed a corporate bond Fund (AAA Citywire Rated), whilst managing a diverse range of UHNW private clients. He joined Brooks Macdonald in 2010 and has developed extensive experience working with Advisers to help to create long-term trusted relationships.

James manages portfolios in a wide range of tax environments and legal structures, including trusts, pensions, family investment companies and clients with non-standard residence and domicile. He has an excellent understanding of more complex investments, as well as more traditional assets. He works with a diverse range of clients from successful entrepreneurs to lottery winners.

Notable client work and achievements

James features within Spear’s Wealth Management Index; recommended best wealth managers for High Net Worth individuals 2022.

Youngest Fund Manager to achieve a Citywire 'AAA' rating for successfully managing a corporate bond Fund.

Professional qualifications and memberships

James has sadistically enjoyed undertaking professional exams. He has currently achieved:

Chartered Financial Analyst (CFA Chartholder).
Chartered Alternative Investment Analyst (CAIA Chartholder).
Chartered Wealth Manager (Chartered FCSI).