James Robertson

Verso Private Client Adviser

London

Experience

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!

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