James Rowlinson Associate Director - Investment Governance

James is an Associate Investment Governance Director, managing the fund selection and review process at Forvis Mazars. James focuses on fixed income research from both an asset allocation perspective and within fund selection, and is a voting member of the Investment Committee. He also oversees the governance of the firm’s model portfolio and bespoke offerings, managing the co-ordination between the Investment Team and other operational business units.

Experience 

James joined the firm in 2015 and has over 15 years of experience in wealth and asset management as an analyst, operations manager and governance manager, having previously worked for Duet Asset Management.

Work Highlights 

James has formulated a thorough fund research process which has contributed to Forvis Mazars’ model portfolios performing comfortably ahead of peers and internal benchmarks.