Edward James in

Edward James

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Managing Director (subject to regulatory approval) at EFG Harris Allday
📍 Greater London, England, United Kingdom

Edward James is the Managing Director at EFG Harris Allday, bringing extensive leadership experience across wealth management, investment, and financial technology. His distinguished career includes serving as CEO at FNZ Group and founding EJ Associates. He holds a BSc (Hons) from the University of Plymouth and is recognized as a Fellow of the Chartered Institute for Securities & Investment (FCSI).

A highly regarded professional in the financial services industry, people who have worked with Edward describe him as intelligent and one of the most hard-working professionals they have encountered. He is committed to fostering diversity and leading cultural transformation within organizations.

He has a unique career trajectory that combines leadership in traditional wealth management with CEO-level experience at a major global financial technology provider.

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Experience
26 Years
Current Role
Managing Director (subject to regulatory approval)
Job Level
Mid-senior
Location
Greater London, England, United Kingdom
Personality Overview

How Edward shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Edward cares about

Business Transformation
His professional background emphasizes driving business transformation, revenue growth, and market expansion in the financial services industry.
Wealth Management
As the current Managing Director of EFG Harris Allday, he is focused on leading and expanding the firm's wealth management business.
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Career

Work history

12-2024
Managing Director (subject to regulatory approval)
EFG Harris Allday
12-2024 - 12-2024
Managing Director
EFG Harris Allday
2011 - 12-2024
Founder / CEO
EJ Associates
3-2020 - 4-2024
CEO - FNZ Asset Management Infrastructure
FNZ Group
1-2015 - 10-2019
Director
SilverHill Consulting Ltd
In the press

Media appearances

EFG Harris Allday Names New Managing Director. Featured in Wealth Briefing
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Education
1991 - 1995
BSc (Hons)
University of Plymouth
1999
Financial Planning Certificate (FP1 & FP2)
Security Institute
1999
Diploma
Security Institute
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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