Wealth Management Adviser
James Young works in tandem with colleague Phil Picot, to provide investment advice and portfolio management services to private clients, trusts, charities and businesses.
Prior to joining Jarden in 2014, he spent four years with BNZ as a Corporate and Institutional Foreign Exchange Dealer, and worked as the Business Development Manager with Go Fundraise in Australia. James has expertise in New Zealand, Australian and global equities, fixed income securities, interest rate swaps and portfolio construction and management.
James is highly motivated to achieve great outcomes for his clients, even through difficult and uncertain times. He finds great satisfaction from seeing his clients pursue other hobbies or careers, while knowing that their portfolios are being managed professionally, independently and with their best interests front and centre.
James’s leisure pursuits include golf, cricket, skiing, mountain biking & trail running. He is an Authorised Financial Adviser and has a BCom (Finance & Marketing) from the University of Canterbury.
Phone: +64 9 307 5731