James Martingale Email and Phone Number
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Highly experienced Private Client practitioner and Single Family Office professional with a broad background in portfolio management, retail and private banking, trust, stockbroking and credit having worked for nearly 30 years for banks, trust companies and wealth management businesses in the City of London, Jersey and Dubai. I left my role as Global Head of Investor Services at TMF Group in 2013 to build a family office focussed consultancy business. This evolved into the establishment of a single family office and its associated lending business and a broader participation in the divestment (and reinvestment) of an international portfolio of non core trust assets. I sit on the board on the family's Private Trust Company whilst also performing a role as Managing Director of our family funded bridge lending business. I also chair the family investment committee, overseeing external investment managers and setting asset allocation strategies. Specialties: Single Family Office management and PTC trusteeshipPortfolio ManagementPortfolio monitoring and asset allocation Real Estate financingBridge lendingBusiness managementTeam leadership across multiple jurisdictionsRelationship management and salesAll aspects of private wealth
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Group Head Of Us And OffshoreEnness GlobalSt Saviour, Jersey -
Managing DirectorCastle Harbour Capital Dec 2013 - PresentJerseyCastle Harbour Capital is a single family office holding a diverse portfolio of quoted and unquoted investments, real estate and trading companies across three continents. We also own and operate a privately funded bridge lending business with a demonstrable track record of providing short term, secured, bridging loans to private individuals, developers and trustees.
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DirectorMonde Capital Oct 2014 - Jan 2020JerseyMonde Capital invests in the leisure and retail sector with interests in Real Estate and in Food and Beverage operating businesses and franchises.Monde is pursuing an active growth strategy and anticipates adding new hospitality and F&B assets to its portfolio over the next three years. Short term to mid term targets/projects include branded/franchised restaurants and the building of a UK and Central European hotel portfolio working in partnership with well established multi-national hotel brands.
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Global Head Of Investor ServicesTmf Group Jul 2007 - May 2013The provision of financial asset risk management services, investment manager selection, investment portfolio performance monitoring and the acquisition and relationship management of ultra high net worth families with complex offshore trust structures. I lead a business unit which provides these services out of Hong Kong, Dubai and the Channel Islands to TMF Groups network of more than 100 offices in 75+ plus international jurisdictions. -
Director, Group Private ClientsEquity Trust Jan 2009 - May 2010Strategic management role providing direct support to the Group Head of Private Clients. Analysing financial performance of PC teams in 14 countries, preparing strategic business plans and expansion programmes, anyalysing M&A opportunities, group reporting.
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Head Of Investor Services, EuropeEquity Trust Jul 2007 - Dec 2009
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Investment ManagerCollins Stewart Jan 2000 - Jul 2007I initially trained as a stockbroker and equity sales exec before moving onto portfolio management with specific responsability for managing portfolios for the firms largest institutional client (a global trust company). -
VariousNatwest/Coutts 1989 - 1997London, United KingdomManagement trainee rotated through all retail branch banking departments before moving to HNW management roles in the retail and private bank (Coutts & Co.) Experience gained in regulated investments, insurance, wealth planning, credit and most other HNW and UHNW spheres of wealth management. Had specific responsabilities for a book of South African business whilst at Coutts and travelled extensively.
James Martingale Skills
James Martingale Education Details
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Harris Academy, Surrey
Frequently Asked Questions about James Martingale
What company does James Martingale work for?
James Martingale works for Enness Global
What is James Martingale's role at the current company?
James Martingale's current role is Group Head of US and Offshore.
What is James Martingale's email address?
James Martingale's email address is jm****@****ust.com
What is James Martingale's direct phone number?
James Martingale's direct phone number is +4477977*****
What schools did James Martingale attend?
James Martingale attended Harris Academy, Surrey.
What skills is James Martingale known for?
James Martingale has skills like Investments, Wealth Management, Portfolio Management, Asset Management, Private Banking, Banking, Risk Management, Wealth Management Services, Finance, Investment Management, Mergers And Acquisitions, High Net Worth Individuals.
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