James Regan CFA

Senior Investment Manager
James Regan

James works in the Investment Management department as a Senior Investment Manager.

Having graduated from Southampton University with a degree in Sports Science, he began his career with JP Morgan Chase before joining a specialist Asian and Japanese hedge fund, Coupland Cardiff. Following this, he spent several years with PFP Wealth Management as a Portfolio Manager before moving to City Asset Management in 2015. James’s specialisms include client portfolio management and a focus on Asian and emerging markets with specific responsibilities for asset allocation and fund research. James joined PK Wealth in 2021 and is a CFA Charterholder.

Outside from work, James is interested in golf and skiing, where he has worked as a ski guide in France.

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