James Taylor

James Taylor

Business Analyst

James joined Sanlam in January 2020 to work in the Private Office. He previously worked as an analyst in the Mergers and Acquisitions department of Macquarie investment bank.
 
As a Business Analyst in the Private Office, his primary focus is to work closely with external stakeholders in distributing Sanlam’s unitised funds whilst also providing support to the team with private client and professional intermediary relationships. Within the Private Office, he oversees marketing and communications and also provides investment support. James has responsibility for developing the suite of ancillary services we offer our clients, and also works on strategic internal projects.
 
James graduated with a First Class Honours degree from the University of Oxford in Economics and Management. He is currently working towards his IMC Certificate.

Meet the Private Office
Penny Lovell
Penny Lovell
CEO, Private Wealth
View profile
Jonathan Moon
Jonathan Moon
Business Development Director
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Tom Carroll
Tom Carroll
Head of Investments for the Private Office
View profile
James Taylor
James Taylor
Business Analyst
View profile

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