2024 -
now HEAD OF INVESTMENT PRODUCT MANAGEMENT @
2021 -
2024 Head of Wealth Management - Investment Advisory @
2016 -
2024 Director @
2021 -
2021 Director of Strategic Partnerships and The City @
2019 -
2021 Managing Director @
2013 -
2016 Product Specialist and Senior Business Development Manager @
2011 -
2013 Investment Associate @
2009 -
2011 Financial Planner @ Strabens Hall Ltd
2007 -
2009 Graduate Private Banker @
2004 -
2006 Intern @
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 INVESTMENT PRODUCT MANAGEMENT at Puma Investments. James Ramsay brings experience from previous roles at Apex Group Ltd, Tax Efficient Procurement Services, Blackfinch Group and Kuber. 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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