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James Tate is a Senior Portfolio Risk Analyst at LGT Wealth Management since August 2022, with prior experience as a Senior Investment Reporting Analyst at Legal & General Investment Management, where James led data transformation projects and automation initiatives to enhance client reporting capabilities. Previously, James held roles including Investment Communications & Reporting Associate at The Ingenious Group, Content and Communication Manager at the Global Sourcing Association UK, Chief Editor at Sourcingfocus.com, Reconciliation Analyst at Lloyds Banking Group, and Commodity Research Analyst at LDN-CAPITAL. James began a career in research as an M&A Research Analyst at Rothschild and interned at Barclays. Academically, James holds a Bachelor's Degree in Economics from City, University of London and graduated from Ripon Grammar School with a focus on Economics, Mathematics, and Physics.