James Peer

James Peer

Avellemy Private Wealth Investment Manager 

James is an Investment Manager and is primarily responsible for investing money on behalf of High-Net-Worth private clients, deciding how portfolios are constructed, and considering issues that affect the overall asset allocation, including all factors relevant to a client’s specific needs and objectives. 

James carries out in-depth research daily which helps inform his investment decisions. James has over 16 years of experience working in the financial sector within private wealth management. Prior to joining Avellemy Private Wealth in 2022, James worked for Ascot Lloyd from 2014 where he was also a member of the Investment Oversight & Advice Policy Committee, and formerly spent 6 years at Barclays Wealth & Investment Management from 2008-2014.

James studied Accounting & Finance at the University of Glasgow and holds the Chartered Financial Analyst (CFA) designation. James has also attained the Investment Management Certificate (IMC), holds the Chartered Wealth Manager title, and is a Chartered Fellow of the Chartered Institute for Securities & Investments (CISI).

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