James has over 14 years of experience in the financial services industry with 12 of those years in Private Equity. Most recently James worked at Sanlam Wealth as Financial Controller. Here, James was responsible for the day-to-day management of the Finance function of the Financial Planning and Partnerships divisions including financial accounting, management, and board reporting.
Prior to Sanlam Wealth, James worked at GHO Capital Partners LLP where he developed the Corporate Finance function which was previously outsourced. This involved statutory reporting, setting up monthly management reporting, redesigning the control framework and implementing new forecasting and budgeting processes. Other responsibilities included fx/hedging strategy, cash management and tax. James was also responsible for the IT and HR back office functions.
James graduated from the University of Westminster with a 1st class honours degree in International Business which included a year studying at Copenhagen Business School and was awarded the ‘Outstanding Graduate in International Business’ prize. James is a Qualified Chartered Accountant.
Additionally, James is Treasurer of the St Joseph and St Teresa RCVA Primary School Parents Teachers and Friends Association.