David James CEO on 'filling the gap' between one-man IFAs and consolidators

‘We’re not trying to be the biggest wealth manager’

Isabel Baxter
clock • 5 min read

Ten years after founding David James Wealth, CEO James Reiss tells PA why the firm has focused on elite performers, built a team-based model and deliberately positioned itself between the one-man IFA and the consolidator.

Reiss founded David James Wealth (DJW) in July 2016. The business, which this year marks its tenth anniversary, has since grown organically to more than £400m in client assets, with a team of 18 across London and Suffolk. It works with high-net-worth and ultra-high-net-worth individuals across the UK and US, particularly in sport, music, entertainment and business. But Reiss says the original ambition was not simply to build another wealth management business. It was to create a firm that looked more like a professional services partnership than the traditional advice model he had exp...

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Isabel Baxter
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Isabel Baxter

News editor at Professional Adviser

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