Our people

James Ramsey

Chief Strategy Officer

Introducing James

My career in finance spans more than three decades, driven by a passion for turning complex challenges into clear, workable solutions.

I’ve built and managed businesses in Taipei, Shanghai, London, and India, giving me a truly global perspective. A formative experience helping a family untangle a multinational estate led to a lasting focus on tax optimisation and cross-border estate planning.

I work with high net worth individuals, expats, and families with global assets on international tax, trusts, and long-term wealth preservation. I’m equally passionate about helping everyday families build strong financial foundations and lasting peace of mind.

As a married father of three daughters, I divide my time between India and Australia, while remaining connected to extended family in the UK. I enjoy hiking India’s trails and reading about history and geopolitics to maintain a broad worldview.

Get to know James a little better

The proudest moment of my career was:

The first time I guided a family through a complex cross-border estate plan, aligning their assets across five jurisdictions to secure their financial future. Their appreciation for the clear, structured solution we created continues to drive my commitment to this work.

The three things I love most about my job are:

Simplifying complex financial challenges to give clients peace of mind, optimising clients’ tax strategies to maximise their financial success, and streamlining cross-border estates so families feel confident about their financial future.

The types of people I most enjoy working with are:

Globally diverse families – such as couples from different countries whose children hold multiple passports – who face unique financial complexities. Their desire for tailored solutions fuels my commitment to simplifying their financial planning.

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