Brooks Macdonald has appointed James Surcouf as an Investment Manager in its Channel Islands offices, based in Jersey.
James will be responsible for building client relationships and managing discretionary portfolios for the firm’s range of intermediary clients, including professional advisers and trustees, and high-net-worth private clients.
He joins from HSBC Global Asset Management (International) in Jersey, where he has worked for more than 12 years, most recently as Discretionary Wealth Manager.
James is a Chartered Wealth Manager and Chartered Fellow of the Chartered Institute for Securities & Investment (CISI), and a member of the CFA Society of the UK.