Membership Directory - Individual
James Bougeard
Senior Investment Manager at Brooks Macdonald
About
Bio: Jersey born James joined Brooks Macdonald as a Senior Investment Manager in 2021. He provides investment advice to private clients, trustees and financial advisers. He also participates in Brooks Macdonald's investment and research committees, and is a Chartered Member of the Chartered Institute for Securities and Investment. James is also a mentor on the LGBT Great Mentoring programme.
Prior to Brooks Macdonald, James has worked in the industry for over fifteen years, where he has managed portfolios of high net worth international clients, providing wealth management advice.
James feels that visibility is important in the workplace, as it creates environments where all people can better see themselves represented. This is equally important for other employees and from a client perspective, and supports the development of a more inclusive working environment.
Prior to Brooks Macdonald, James has worked in the industry for over fifteen years, where he has managed portfolios of high net worth international clients, providing wealth management advice.
James feels that visibility is important in the workplace, as it creates environments where all people can better see themselves represented. This is equally important for other employees and from a client perspective, and supports the development of a more inclusive working environment.
At Brooks Macdonald, James notes the open and welcoming culture, where people are able to be who they are in the workplace.
James comments: "I am delighted to be a visible LGBT Great Project 1000 Role Model representing Brooks Macdonald. Our firm provides a culture which is open and empowering and I am proud to work for such a supportive employer. It is important that our industry works together to fully support LGBT+ people and encourage anyone to reach out to me if you are looking for some guidance or support".
Mentor Availability: Unavailable
Location: Jersey
Experience Level: Senior Management
Areas of Expertise: Investment Management, Wealth Management, Business Development, Relationship Management and Customer Service
To request this mentor, please complete this short form:
If this Mentor is unavailable, please see next available date below:
2025-03-03
Project 1000