Jamie Holmes FCSI
A Chartered Fellow of the Chartered Institute for Securities and Investment, Jamie has worked as an investment adviser for some of the UK’s leading stockbrokers and wealth managers in a career spanning over 30 years. His experience includes positions at Investec, Brewin Dolphin, WH Ireland and NatWest Stockbrokers.
Latterly he has run his own financial services businesses including a boutique discretionary fund management company and a bespoke share dealing service for participants of employee and executive share option plans. His clients have included some of the UK’s leading FTSE 100 companies such as Anglo American Corporation plc, Centrica plc, Marks & Spencer plc and Diageo plc.
Recognising there was a lack of local access to foreign exchange services in the North of England, Jamie founded CurrencyWave, an innovative fintech platform that provides FX and international payment services to both companies and individuals. The platform helps clients across the region overcome the lack of transparency and high costs usually associated with bank foreign exchange.
Jamie is passionate about creating a fairer trading environment for smaller and medium sized businesses which he sees as the lifeblood of UK commerce and innovation. He believes one way of achieving this is through the adoption of emerging fintech services which provide speedier and more cost-effective business solutions for companies trading internationally.
Jamie works with businesses involved in import/export and helps them optimise their foreign exchange transactions. By accessing the wholesale interbank market directly, they can bypass outdated banking platforms and avoid high fees and poor exchange rates. He also helps businesses manage currency risk by using dynamic hedging strategies.
Despite being a fan of technology, Jamie still believes in the traditional way of building face to face relationships with clients and would rather discuss the issue of the day over a cup of coffee than by sending an email or through a telephone call!