James Kneen joined Capital in 2024 as part of the Graduate Scheme and quickly progressed into a permanent position as a Trainee Portfolio Manager in early 2025. He is currently undertaking the Investment Management Certificate (IMC) with plans to pursue the Chartered Financial Analyst (CFA) designation as he advances toward becoming a fully qualified Portfolio Manager.
James supports discretionary portfolio management, contributing to single‑stock research, risk‑based construction, and asset allocation while utilising Bloomberg analytics to enhance market insight and decision‑making.
With a strong academic background (BSc International Business and MSc International Real Estate) and a proactive approach to professional development, James is delivering disciplined, research‑driven insights that support robust investment outcomes for the team.
