James Hambro & Partners

Service provider
Investment Manager
Min. account size
£1,000,000
Ownership
Private
Size of wealth manager
Small
Founded
2010
Size
Boutique

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James Hambro & Partners Factfile

James Hambro & Partners - Rosie Bullard
Rosie Bullard
CFA | Partner - Portfolio Manager

Formed in 2010, James Hambro and Partners is an independently-owned Private Asset Management and Financial Planning group combining a comprehensive client service with institutional-quality investment management, whilst also providing expert guidance on creating, protecting and passing on wealth. Our partners have an average of 25 years experience in financial markets, covering both investment management and financial planning.

Contact person Investment manager
Portfolio types Model, bespoke
Composition Fund, direct, mixture, ethical
In-house service
Pension advice
Tax efficient investments
How we charge Within account fee
Contact person Investment manager
Fee structure Annual fee
Min. account size Trackers, direct equities, direct bonds
Portfolio lending
Mortgages (residential)
Typical minimum mortgage
Other finance
Online dealing
Timezones
Margin accounts
Retail banking
Ethical investing
Philanthropy
Questions to ask?

Questions to ask?

Who is the custodian?
What is the average age of their advisors?
Can I meet senior management?
What we like

What we like

Institutional level investmenet management
New look with a traditional approach
Smaller and more nimble
Holistic financial planning service

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