James Bougeard

James joined Brooks Macdonald in 2021 and provides investment advice to private clients, trustees, and financial advisors. He also participates in the Investment and Research Committees.

Prior to joining Brooks Macdonald, James worked for HSBC Expat, where he managed a portfolio of high-net-worth international clients, advising on tailored wealth solutions. He has also previously worked for a local financial advisory firm, providing investment and retirement advice while also participating in company and investment committee meetings.

James is a Chartered Member of the Chartered Institute of Securities and Investment (CISI) and holds the Certificate in Private Client Investment Advice and Management (PCIAM) and the Investment Advice Diploma (IAD). He has worked in the financial services industry since 2005.