Team

James Newbery

Head of Research and Data

James brings nearly three decades of expertise in portfolio management across investment strategies and risk management frameworks. He holds a B.A. (Hons.) in Banking, Insurance, and Finance from Bangor University and is a member of the CFA Institute.

He has held roles at renowned institutions including Salomon Brothers, Citigroup, Western Asset Management, and Legal & General as well as innovative start-ups.