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James Hambro & Partners
  • Min. account size

    £1,000,000
  • Company type

    Investment Manager
  • Ownership

    Private
  • Size of wealth manager

    Small
  • Size

    Boutique
  • Founded

    2010

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James Hambro & Partners Factfile

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.

Key person:

Expert Opinion, Financial Markets, monthly investment tips, Portfolio
Rosie Bullard

CFA | Partner - Portfolio Manager

Discretionary Investment Management

Financial Planning

Advisory Investment Management

Lending

Execution-only Investing

Other Services