Jonathan has performed senior Finance, IT and Operations roles in a variety of financial services companies large and small for well over 25 years. He was the Financial Controller and later IT Director at Laing and Cruickshank Investment Management Ltd, which was acquired by UBS in 2004. Subsequently he left UBS in 2007 to co-found Vestra Wealth LLP a highly successful private client wealth management boutique and as the C.O.O. he set up and led the Finance IT and Operation departments. Jonathan then joined Multrees Investor Services as COO until December 2014.
James qualified as a chartered accountant at Spicer & Pegler before joining Alexanders Discount, a London-based bank in 1985. He moved on to become Finance Director at Laing and Cruickshank Investment Management in 1989. James later became Deputy COO of UBS Wealth Management in the UK and then was a co-founder and Finance Director and COO at Cheviot Partners LLP responsible for Finance and Operations.