About James

James has been in wealth management for over two decades, starting at UBS where he looked after private clients. He then founded Ledbury Research, helping wealth management organisations to understand their clients and provide them with a better service. Ledbury worked with eight of the ten largest global wealth managers and this experience was part of James’ drive to build a more effective solution. He has a Masters in Economics and holds the CFA designation. James is passionate about enterprise and is a Board Trustee at UnLtd, the UK’s largest supporter of social entrepreneurs.


James’ values are most closely aligned to Tribe Theme – Education & Equality – in particular Goal 4 (Quality Education) and Goal 3 (Good Health & Well Being) as well as Goal 15 (Life on Land). He believes that access to education is the cornerstone of both a more inclusive society and clearer understanding of our planetary boundaries.