Company

Brown Advisory

Position

Partner

Index

UHNW Wealth Managers

Wealth Managers

Location

London

Advice type

Investment management

Portfolio management

Private equity investment

Private equity advisory

Client Types

Charities

Institutional investors

Private clients

UHNW

Sector Focus

Financial Services

Wealth Management & Private Banking

Geographical Focus

United Kingdom

United States

James Tussaud

Spear’s Review

James Tussaud of Brown Advisory comes highly recommended to Spear’s, with a top industry expert describing him as ‘a good banker’. The portfolio manager specialises in US equities and is part of a team which manages £3 billion in AuM on behalf of international private clients, institutional clients and charities. 

With a large network that comprises UK and US clients, Brown Advisory’s expertise has contributed to its success. Tussaud says that he is proud of the American firm’s size; it is large enough to compete with some of the biggest names in the industry and yet can maintain ‘a nimble footing that absolutely puts clients first’.

Tussaud helps UHNWs get access to a variety of ESG strategies, many of which are US-linked. ‘For us as a business, there is a lot of people who are interested in investing in these structures; they perform very well,’ he tells Spear’s.

Adviser Profile

James is a partner and portfolio manager within Brown Advisory’s international private client and charity team in London. James joined Brown Advisory in 2016, helping to grow the private client business to over £2 bn in assets under management today. Before this, James spent over ten years at Citi Private Bank and UBS. 

At Brown Advisory, James works closely with clients from a variety of backgrounds, especially business owners, charities, entrepreneurs and expats. Brown Advisory is uniquely positioned to work with US expats and clients with US connections, helping them to navigate the challenging investment and reporting issues to build a tax-compliant and high-quality investment portfolio. 

Brown Advisory is an investment firm first and foremost, with a strong focus on performance. James notes that “it takes a special firm to deliver strong performance consistently over time and this is what should really matter to clients”. James believes this message resonates with his clients, and he likes working with their families and other advisors to create long-term bespoke investment solutions that will work for the principal wealth creators, as well as their family members, who often harbour disparate views and varying needs. Sustainability is often a core part of their discussions, encouraging extra levels of granularity, nuance and focus in bespoke portfolio management. 

Alongside Brown Advisory’s focus on performance, the other main attraction is that the firm is private and employee-owned, where colleagues invest alongside clients. James believes this alignment and accountability helps to foster critical thinking and a mindset that can act and think long-term, something that is so crucial for a client’s long-term investment success.

Rank: Recommended

Recommended 2024, UHNW Wealth Managers

Address

18 Hanover Square, First Floor, London, W1S 1JY

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