James Morton

James Morton is a Senior Private Banker and UK Market Lead based in Zurich, specialising in advising ultra high net worth individuals, family offices, entrepreneurs, and internationally mobile private clients. He has extensive experience across wealth management, investment advisory, and complex cross-border matters, helping clients preserve, grow and transfer wealth across generations. Having started his career at Barclays Private Bank in London, James relocated to Zurich in 2018 to join Lombard Odier. In September 2025, he joined Banque Syz, where he continues to guide clients on investment strategy, portfolio construction, and broader wealth planning considerations.

Known for his relationship-driven approach, James works closely with clients and their advisers to develop tailored investment solutions across traditional and alternative asset classes, frequently coordinating with legal, tax and other specialist advisers to deliver solutions aligned with each client's long-term objectives.