James Oldham

Investment Director

Responsibilities

Manager of discretionary portfolios for private clients, trusts, charities and pension funds. Member of the Investment Strategy Group and one of the three managers of the Ingenious UK Equity Fund.

Previously

Over fifteen years financial services experience, ten of which in private client investment management. James began his career at Johnson Fry (now Legg Mason) before becoming a founding director of AKG Group, a holding company focused on advice, trustee services to self-invested pensions, consultancy services and actuarial advice to the financial services industry. He then joined Taylor Young Investment Management in March 2000, was a Senior Investment Manager and an Associate Director, as well as being responsible for managing the CF Taylor Young Growth & Income Fund.