James Hedley
James Hedley
Investment director
James Hedley
Investment director
Liverpool
James' 20 plus year career at Rathbones means James and his team of five are experienced and able to provide long term consistency. He focuses on portfolio management for private clients, families, trusts, estates, pensions and charities - alongside and supporting client advisors as appropriate.
James is a Chartered Fellow of the Chartered Institute for Securities and Investment. He is also a Chartered Wealth Manager and has the Securities Institute Diploma (Private Client Portfolio Management, Interpretation of Financial Statements & Fund Management). He is a Bachelor of the Arts (Hons) in Economic & Social History: and a Master of Science (Wales) in Environmental Forestry.
Citywire places James in the Top 20 Wealth Managers in Liverpool, citing expertise and longevity 2011/12. James is also listed in the Citywire Top 100 of the most regarded and influential people in the UK for private client investment fund selection in 2013/14, 2014/15, 2019/20 and 2021/22.
James' 20 plus year career at Rathbones means James and his team of five are experienced and able to provide long term consistency. He focuses on portfolio management for private clients, families, trusts, estates, pensions and charities - alongside and supporting client advisors as appropriate.
James is a Chartered Fellow of the Chartered Institute for Securities and Investment. He is also a Chartered Wealth Manager and has the Securities Institute Diploma (Private Client Portfolio Management, Interpretation of Financial Statements & Fund Management). He is a Bachelor of the Arts (Hons) in Economic & Social History: and a Master of Science (Wales) in Environmental Forestry.
Citywire places James in the Top 20 Wealth Managers in Liverpool, citing expertise and longevity 2011/12. James is also listed in the Citywire Top 100 of the most regarded and influential people in the UK for private client investment fund selection in 2013/14, 2014/15, 2019/20 and 2021/22.