ÂÜÀòÂÒÂ×

James Burley has held various roles in the financial industry. James started their career as a Corporate Pensions Adviser at Scottish Widows in 2008. In the same year, they joined Kleinwort Hambros as an Assistant Private Banker and later became a Private Banker. James worked at Kleinwort Hambros until 2021, serving as a Senior Private Banker and focusing on Discretionary Portfolio Management, Wealth Planning, and strategic lending for Business Owners and family groups. In 2021, they joined Cazenove Capital as a Portfolio Director, working with the Business Owners and Entrepreneurs team in the Edinburgh office. Their responsibilities include managing assets for around 300 families.

James Burley attended Moffat Academy in Dumfriesshire from 1989 to 2002, but it is not specified if they obtained a degree or a field of study during this time. James then went on to study Business Studies with a focus on International Business at The University of Edinburgh from 2002 to 2006.

In terms of certifications, James obtained various qualifications from different institutions. In 2015, they earned the Portfolio Construction Theory certification from The Chartered Institute for Securities & Investment (The CISI), as well as the Chartered MSCI designation. In 2014, they completed the R01 - Financial services, regulation & ethics certification from the Chartered Insurance Institute. Additionally, they obtained the Statement of Professional Standing from the Chartered Institute for Securities & Investment (CISI) in 2012, and the Private Client Investment Advice and Management certification from The Chartered Institute for Securities & Investment (The CISI) in 2010.