James Davies

Director of Investments at

Close Asset Management Ltd.

Finance

Consumer Services

Profile

Mr. James D.
Davies is a Managing Director at TrinityBridge Ltd. He is also an Investment Director & Multi-Asset Fund Manager, responsible for manager selection and asset allocation within the firm’s Managed fund range.
Mr. Davies began his investment career with Chartwell Group in 2003, where he began managing multi-asset portfolios in 2009.
In 2010, Chartwell was acquired by Close Brothers Asset Management, and he has been a fund manager for the managed funds since 2014.
He holds a Bachelor of Science in Economics in International Relations from Aberystwyth University.

James Davies active positions

Companies	Position	Start
Close Asset Management Ltd. Close Asset Management Ltd. Investment ManagersFinance TrinityBridge aims to generate the best possible returns, in line with expectations and appetite for risk. The firm’s investment process is unbiased, multi-asset, actively managed and diversified across regions and sectors. Their approach is always long-term.	Director of Investments	2023-12-31

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Private companies	2
Close Asset Management Ltd. Close Asset Management Ltd. Investment ManagersFinance TrinityBridge aims to generate the best possible returns, in line with expectations and appetite for risk. The firm’s investment process is unbiased, multi-asset, actively managed and diversified across regions and sectors. Their approach is always long-term.	Finance
University of Aberystwyth University of Aberystwyth Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services