Background and experience
Joining the Group in 2015 as an Associate Director, James was initially based in our Jersey office in a dual client-facing and operational role, drawing on his extensive experience in compliance, risk and relationship management to successfully onboard a number of significant client structures. In addition to overseeing migrations, James was also instrumental in developing and embedding the processes and procedures that govern the operation of these client relationships.
James moved to Luxembourg in 2016 to head up operations, oversee the general governance of the office and spearhead key operational initiatives to support our growth in Europe. His promotion to Director followed in 2018.
Prior to joining the Group, James held numerous roles in Jersey’s finance sector, following his move to the Island in 2005. Recent positions included a senior management role at Bracken Rothwell, where he oversaw audit provision to fund structures and companies, and Director and MLRO at a major fund services provider.
James’ multi-jurisdictional experience also extends to London and the BVI, having worked at offices in both locations during a seven-year tenure with BDO. There, he led accounting and audit teams focused on serving mutual funds, captive insurance companies and governing bodies.
- Fellow of the Association of Chartered Certified Accountants.
- International Diploma in Anti-Money Laundering.
- STEP Foundation Certificate in International Trust Management (Distinction).
- ACCA Certificate in International Financial Reporting.
Outside of the office
In his spare time, James enjoys fine dining and travelling to far-flung, exotic destinations around the world. He also likes to get out and socialise and, when he can, dedicate time to keeping fit.