James Taylor

Evaluator
DISC Type : sdc

Managing Director, Infrastructure at Morgan Stanley

Greater London, England, United Kingdom

Overview

James is the Managing Director of Infrastructure at Morgan Stanley, leading the financing franchise across EMEA. He previously had a distinguished 24-year career at Lloyds Bank, where his team was consistently ranked #1 for infrastructure and project finance in the UK.

He has a stated interest in the UKs armed forces, specifically following the British Army and the UK Ministry of Defence. This suggests a personal connection or strong support for the military community.

Unique fact: After nearly a quarter-century with one institution, he moved to lead and build a major infrastructure financing franchise at a global investment bank.

Personality Overview

Quality Focused

Hard To Convince

Fast But Analytical

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical  They are not very likely to become strong advocates of your product or service They focus on the results, but can still be quite procedural and analytical about how to get there

Topics They Care About

Infrastructure Finance
Leads Morgan Stanley's EMEA infrastructure financing team and previously led the #1 ranked team in the UK at Lloyds Bank, highlighting his deep sector expertise.
Energy Transition
He has highlighted his team's role in structuring deals for key energy transition projects, aligning with the goal of being a bank of choice for the sector.
Project Finance
A core part of his professional identity, he frequently discusses his team's achievements and capabilities in project finance across the UK and North America.

Media Appearances

MD at UK bank escapes to Morgan Stanley, possibly tripling bonus. Featured in eFinancialCareers

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Taylor joins Morgan Stanley. Featured in PFI

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Work History

7-2025
Managing Director, Infrastructure at Morgan Stanley
1-2020 - 7-2025
Head of Infrastructure & Project Finance at Lloyds Bank
11-2007 - 1-2020
Director, Infrastructure & Energy, Capital Markets at Lloyds Bank
11-2004 - 10-2007
Associate Director, Infrastructure & Energy at Lloyds Bank

Education

James has no verified education history

More Information

Social Presence :

Prographics :

Exp : 21 Location : Greater London, England, United Kingdom Job Level : Mid-senior Designation : Managing Director, Infrastructure at Morgan Stanley
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Insights For Selling To James

During A Call Or A Meeting

DO's

  • Keep a professional, business-like approach; especially if you tend to get informal quickly
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Showcase how you can impact results but also make sure that you share detailed information too

DONT's

  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Don’t focus on relationship, focus purely on the merit of your product
  • Avoid inviting them for any social interactions until you have built some rapport with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with James is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from James

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will James move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can James take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And James

Personality Compatibility


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