Areas of Expertise

• Administration
• DPL/GDPR

Overview

James is a Trainee Fund Administrator on the Oakbridge Funds team.

James supports the Funds team with a variety of processes such as payments, drawdowns along with the day-to-day client deliverables.

Prior to joining Oakbridge, James worked for HSBC. Over a 5-year period, James held Associate and Analyst positions with HSBC CIIOM, HSBC Expat and HSBC’s Multi-Node Cluster, servicing domestic and offshore HNW and UHNW clients in all aspects of banking. James also worked closely with global stakeholders to ensure day-to-day operations.