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William James joins as Investment Manager

08 Jun, 2021 | Return|

Square Mile confirms the appointment of William James as Investment Manager. In this new role, William will support Square Mile's broader portfolio management team by representing the business at investment committee meetings whilst responding to client queries on market developments and portfolio positioning. He will play a part in tactical asset allocation by providing input and idea generation as well as assisting with advisory portfolios and liaising with Square Mile's operations team.

William joins the Square Mile team from Natixis Investment Managers where, for the last four years, he was a client relationship manager responsible for communications with large UK wealth platforms as well as working closely with senior management to ensure the delivery of smooth operational processes. In his previous roles as a sales support and portfolio analyst, he fulfilled a range of roles including providing performance data and carrying out portfolio analytics on financial adviser portfolios.

William holds the Investment Management Certificate, the CFA Certificate in ESG Investing and is a CFA Level 3 Candidate.

Mark Harries, Square Mile’s Chief Investment Officer, said, “We are very excited to welcome William to the team; he shows exceptional aptitude in communicating investment processes and decision-making to clients and in managing relationships with them.

“The last 12 months have been challenging for all businesses. However, we have been fortunate to be able to continue to invest across all our operations, not least in our team as it is they who underline our success and ensure that we can continue to deliver the highest levels of service to our clients.”

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