James Morton
About James Morton
James Morton is a Senior Private Banker at Lombard Odier Group in Zurich, Switzerland, with a background in private banking and regional leadership in Conservative Future. He has extensive experience in the financial sector, having worked at Barclays Wealth and Investment Management and held various leadership roles in community organizations.
Current Role at Lombard Odier
James Morton currently serves as a Senior Private Banker at Lombard Odier Group, a position he has held since 2022 in Zurich, Switzerland. In this role, he focuses on providing tailored financial solutions to high-net-worth clients. His expertise in private banking allows him to build strong relationships and offer strategic advice to meet the unique needs of his clientele.
Previous Experience at Lombard Odier
Before his current position, James Morton worked as a Private Banker at Lombard Odier Group from 2018 to 2022. During this four-year tenure in Zurich, he developed a deep understanding of wealth management and client service, contributing to the firm's reputation for excellence in private banking.
Career at Barclays Wealth and Investment Management
James Morton has significant experience in Barclays Wealth and Investment Management, where he held several roles from 2011 to 2018. He started as a Private Banking Executive and progressed to Assistant Vice President and Senior Private Banking Executive. His responsibilities included managing key clients and family offices, enhancing his skills in client relationship management and financial advisory.
Educational Background
James Morton studied at the University of Exeter, where he earned a BA Hons in Economics and Politics with First Class honors from 2006 to 2009. He also attended Tonbridge School from 2001 to 2006. His educational background provides a strong foundation for his career in finance and private banking.
Involvement with Conservative Future
From 2008 to 2014, James Morton was actively involved with Conservative Future, serving as the South East Regional Chairman and previously as the Regional Chairman of the South West. His leadership roles within this organization reflect his commitment to political engagement and community involvement.