Prior to forming Clairmont, throughout his career James has advised international families on how to optimize complex planning and investment opportunities.
From 2007 to 2014, James worked for EFG Bank & Trust (Bahamas) Ltd . As Senior Vice President, he managed complex wealth management structures for international families. In this role, he focused on working closely with an exclusive group of ultra high net worth clients in Europe and Latin America.
Prior to that, James worked for 13 years as Executive Director of SG Hambros Bank & Trust (Bahamas), where he was responsible for the Private Banking, Trust & Fiduciary, and Investment Departments. He was a Director of both SG Hambros Bank & Trust (Bahamas) and SG Hambros’s Canadian trust company. James worked for Coutts (Bahamas) before its purchase by SG Hambros.
In recognition of his extensive trust and fiduciary experience, he was invited to join the Bahamian chapter of STEP in 2005 and is a founding member of STEP in South America.
James holds an MBA from Cranfield School of Management which included an exchange with ESADE in Barcelone, Spain. He is also a Fellow of the Family Firm Institute (FFI) and holds an FFI Advanced Certificate in Family Wealth Advising.
A British and Bahamian national who has lived in The Bahamas, The UK, Uruguay and South East Asia, he speaks English and Spanish and lives with his family inToronto, Canada.