James Ramsay Email & Phone Number
Head of Adviser Solutions @ Puma Investments
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James Ramsay Location
- Glasgow, GB
James Ramsay Work
- Head of Adviser Solutions @ (June 2026 - Present)
- HEAD OF INVESTMENT PRODUCT MANAGEMENT @ (September 2024 - June 2026)
- Head of Wealth Management - Investment Advisory @ (September 2021 - September 2024)
- Director @ (September 2016 - September 2024)
- Director of Strategic Partnerships and The City @ (May 2021 - October 2021)
- Managing Director @ (December 2019 - May 2021)
- Product Specialist and Senior Business Development Manager @ (September 2013 - September 2016)
- Investment Associate @ (November 2011 - January 2013)
- Financial Planner @ Strabens Hall Ltd (January 2009 - January 2011)
- Graduate Private Banker @ (June 2007 - January 2009)
- Intern @ (January 2004 - January 2006)
James Ramsay Education
- University of St. Andrews
Master of Arts (MA) (Mediaeval History)
2002-2007 - Felsted
- Oundle
James Ramsay Skills
- Alternative Investments
- Investments
- Investment Strategies
- Wealth Management
- Asset Management
- Financial Planning
- Inheritance Tax Planning
- Management
- Microsoft Excel
- Public Speaking
- Finance
- Customer Service
- Financial Analysis
- Due Diligence
- Strategy
James Ramsay Summary
- James Ramsay, based in Glasgow, GB, is currently a Head of Adviser Solutions at Puma Investments. James Ramsay brings experience from previous roles at Puma Investments, Apex Group Ltd, Tax Efficient Procurement Services and Blackfinch Group. James Ramsay holds a 2002 - 2007 Master of Arts (MA) in Mediaeval History @ University of St. Andrews. With a robust skill set that includes Alternative Investments, Investments, Investment Strategies, Wealth Management, Asset Management and more. James Ramsay has 1 emails on RocketReach.
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