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James Robertson

Client Director


I work within the Verso Discretionary Portfolio Management team. My role involves the management of private client portfolios utilising the most efficient structures on a bespoke basis. Having access to the wider Verso group services allows my clients to be confident that their financial affairs are in good hands. I focus on direct investments within global equity and fixed income markets working closely with the research team.

I attended the University of West London and gained a LLB (hons) degree. I am a Chartered Fellow of the Securities Institute.

Prior to this, I spent 25 years at Brown Shipley and Co Private Bank and began my career at Capel Cure Myers. I have therefore spent all my career to date advising private clients on their investments and have as such successfully negotiated both good and bad market conditions!

personal interests

Outside of the office I spend time playing bad golf, watching cricket (can’t play any more) and I enjoy spending time with my family and dogs!