James Hunter-Jones Associate Director - Investment Management

James is an Associate Investment Director in the Forvis Mazars Investment Team. He is part of the Investment Committee, influences investment decisions and the research agenda, and is responsible for the firm’s bespoke portfolios. He is often a spokesperson for Forvis Mazars portfolios both externally and in conversations with our clients. 

Experience 

He joined the industry 15 years ago where he began his career as a private client broker and moved to serve international clients in private banks. His most recent post prior to joining the firm was at Citibank. All of James’ career has been spent working directly with clients, advising on investments and investment strategy. 

Work Highlights 

James’ role combines three areas that he is passionate about: looking at markets, managing portfolios and communicating with clients. He believes that portfolio managers have to balance analysis, decision making and communication.

James recognises that client requirements and market conditions are constantly changing. An ongoing task of his is making sure that the firm’s investment proposition reflects the evolving needs of our clients. This has included creating cash management and risk adjusted investment solutions to sit alongside our regular investment portfolios.

A benefit of working in a multi-disciplinary firm is being able to collaborate across different service lines. James has enjoyed working alongside colleagues in Audit and Consultancy teams to serve the firm’s clients.