{"id":25112,"date":"2019-11-25T19:18:04","date_gmt":"2019-11-25T19:18:04","guid":{"rendered":"https:\/\/www.rbcwealthmanagement.com\/en-uk\/our-people\/james-wilcox-jones\/"},"modified":"2026-05-13T14:49:00","modified_gmt":"2026-05-13T14:49:00","slug":"james-wilcox-jones","status":"publish","type":"rbcwm_people","link":"https:\/\/www.rbcwealthmanagement.com\/en-uk\/people\/james-wilcox-jones","title":{"rendered":"James Wilcox-Jones"},"content":{"rendered":"\t\t
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James Wilcox-Jones<\/h1>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t
\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/i>\n\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\tOur people\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t
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Associate Director, Wealth Manager<\/p>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t

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\u201cThere is a huge human element to the role. It is not just numbers on a spreadsheet. It\u2019s wonderful to see the end result of your work when clients are happy.\u201d<\/blockquote><\/figure>\n<\/div><\/div><\/div><\/div>\n\n\n\t\t
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Locations<\/dt>\n\t\t\t\t\t
\n\t\t\t\t\t\tShrewsbury<\/a>\t\t\t\t\t<\/dd>\n\t\t\t\t\t\t\t\t<\/dl>\n\t\t<\/div>\n\t\t<\/div>\n\n\n\n
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James joined RBC Brewin Dolphin in 2015 and is a Portfolio Manager in the Shrewsbury office. He heads up the Portfolio Management team in the office and helps create bespoke multi-asset portfolios for private clients, trusts, charities and businesses. He makes trades for clients and runs the investment strategy for the office, bringing in the Group\u2019s central research teams to add support. He also often joins Shrewsbury\u2019s team of Investment Managers during client meetings to discuss investment decisions and direction.<\/p>\n\n\n\n

James began his RBC Brewin Dolphin career as an Investment Management Assistant. After three years he spotted the need for a dedicated Portfolio Management team in the office and decided to take on the role. The team is now three people strong. He is a Member of the Chartered Institute for Securities & Investment, is a Chartered Wealth Manager and is also a qualified solicitor.<\/p>\n<\/div><\/div>\n<\/div>\n\n\n\n

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Contact James Wilcox Jones<\/h2>\n\n<\/div>\n\n\n\n
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James joined Brewin Dolphin in 2015 and is an Associate Director, Wealth Manager in the Shrewsbury office. 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