James Rennie
Investment Manager
Birmingham
Role at Quilter Cheviot
The main focus of my role is to manage bespoke portfolios for private clients, charities, corporations and trusts. I also work closely with Financial Intermediaries, Accountants and Solicitors to ensure that the individual needs of each client are met. The team and I strive to provide the highest level of service possible to both clients and professional connections.
James attended the University of Bristol and achieved an upper second class honours (2:1) in Economics and Politics.
Contact information
Explore more about James
James holds the IMC and the CISI Chartered Wealth Manager Qualification (Level 7). James is CF30 registered with the FCA.
Outside of work, James enjoys going to the gym, music and socialising with friends.