James Maxwell, Head of Latin America

James brings over 20 years of business experience from a number of sectors, of which for the last 10 years the focus has been in the financial services area, and with expertise predominantly in Latin America.

Initially in the Financial industry, James was involved in wealth management for high net worth individuals in Colombia, working as Senior Consultant for Global Investments and then as Country Manager for Global Index International establishing their operations in the country and building up a substantial book of business and portfolio of clients.  In 2013 James set up his own wealth management and consulting company, Incus Latam, which provides services to clients across the entire region both to individual clients, at an institutional level and in fund distribution.

In 2014, James joined Montreux Capital Management as Head of Sales for Latin America.  And over a 4 year period built up assets under management across their alternative fund range with clients across the continent and in Switzerland.  In 2018, James became one of the founding members of South West Mutual, the first regional customer-owned bank for residents and SMEs in the South West of the UK.

James’ expertise lies in sales through the establishment of close personal relationships with his extensive network of brokers, family offices and institutions.  With a track record of raising new capital in the alternative fund sector in Latin America, James brings access to one of the largest investor markets in the world.