James Wood

Education and career

After spending more than 15 years in institutional private banking, James is convinced that what truly drives the bottom line for investors is not the traditional private banking wealth management setup. It is how well a new different ecosystem can be devised which weighs in favor of the investors by delivering a structured personal approach that is profitable for them.

The experience James has acquired as a consultant since leaving the traditional private banking sector has honed his true belief that the future for an investor is to regain his own control over his wealth in this new system of wealth guidance.

James Wood began his financial career in the UBS Junior Key People Program and subsequently worked for UBS AG, Geneva, as a relationship manager for international clients attaining the rank of Executive Director. His dedication to clients was rewarded by being nominated to “Circle of Excellence Award” of UBS AG.

He studied Economics at Fribourg University and successfully completed the UBS Wealth Management Diploma in Switzerland as well as the UBS Investment Bank Foundation Module in London.


James Wood is a keen sportsman and a seasoned traveler, either for business or with his wife and three children.