James Swaby

James Swaby

Senior Investment Director
Cheltenham office

About me

I lead the Portfolio Management Team for the region managing a suite of strategies for private clients, trusts and charities. I also co-manage a family unit trust with my colleague Tristan George. In addition, I am a member of the Collectives Committee within Investec’s Investment & Research Office providing oversight to fund analyst recommendations for the firm.

Background/Experience

I graduated with an honours degree in International Business Economics from UWE in Bristol before briefly working in Southeast Asia for an offshore broker. Born in London, I have lived in Cheltenham since 2006 and am a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI). I also sit on the CISI Disciplinary & Appeals Panel and am currently President of the Cotswolds branch of the CISI.

My interests

I enjoy cooking for family and friends, and, when time permits visiting my relatives overseas.

My areas of expertise

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Get in touch

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice. 

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

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I'm also an expert in...

I like to thing I am king of the grill when it comes to barbecuing.

Boy feeding a swan
James Swaby

Always remember the decisions you make can directly impact someone else's wealth and/or standard of living.