Key Personnel - James Carter

The investment of our client portfolios and funds is the responsibility of a team of highly experienced investment professionals. The team has on average over 20 years of individual investment experience and many have worked together for a number of years.

We place the same emphasis on management and support functions. Whether involved in the day to day management of the business, or in the direct administration of our clients’ portfolios, high standards of industry experience and practical knowledge are central to our team approach.

James Carter - Portfolio & Credit Analyst, Fixed Income
  • James Carter
  • Portfolio & Credit Analyst, Fixed Income

James joined Waverton in March 2018, focusing on credit research and providing ideas for the bond funds and client portfolios. Before this, James worked at Moody’s Investors Service as an Associate Analyst, providing credit ratings analysis within the Infrastructure Team. James graduated from the University of Exeter in 2016 with a degree in Economics and holds the Investment Management Certificate, whilst currently working towards CFA chartership.