Richard Romer-Lee’s Square Mile Investment Research has appointed Mark James as a director responsible for client relationships.
Mr James will team up with Mr Romer-Lee and Nigel Whittingham - both formerly of OBSR - in January. As well as a director he is also a founding investor in Square Mile.
Among his responsibilities Mr James will oversee the firm’s relationship with Zurich, announced earlier this month. Square Mile will provide “investment consulting and guided architecture” for Zurich’s new adviser platform.
Mr James was previously a director at Concise Solutions, a financial services consultancy group. He has also held positions at Investec Asset Management, NU Life, General Accident and Legal & General.