Jim has more than 25 years’ experience in the financial services industry. He joined Carey in 2010, which was acquired by Suntera Global in 2023.
As well as being the Managing Director, where he develops and drives the strategy and leads the culture of the business, Jim also heads the Private Wealth division.
Jim approaches every client relationship as a partnership. He enjoys the challenge of creating solutions together to solve a variety of scenarios, using his experience and contact network.
Jim encourages his colleagues to seek enjoyment and growth through challenge. He strives to cultivate a culture that encourages people to challenge the status quo and that welcomes new ideas, concepts and ways of working.
He is an Associate of the Chartered Governance Institute (ACG) and is a member of the Society of Trust and Estates Practitioners (TEP) and holds an Investment Management Certificate (IMC).