James is responsible for the distribution, support and servicing of PM Capital’s investment capabilities to our private, institutional and financial advisor clients in NSW.
James is an investment fund/solutions distribution and product specialist, with experience spanning 13 years across the asset management and wealth management channels.
Before joining PM Capital in 2018, James was the Wholesale Distribution Lead, Australia at Columbia Threadneedle Investments, working with investment researchers and advisors nationally. This followed product and marketing roles at Columbia Threadneedle in Singapore and London, and Standard Chartered Bank Investments in New York.
Key to James’ role is helping Financial Advisors better understand how the PM Capital range of funds can help provide their clients solutions for long term wealth creation