List of Companies

James Hambro & Partners

  • Min. account size

    £1,000,000
  • Company type

    Investment Manager
  • Ownership

    Private
  • Size of wealth manager

    Small
  • Size

    Boutique
  • Founded

    2010

Key person:

James Hambro & Partners - Rosie Bullard
Rosie Bullard

CFA | Partner - Portfolio Manager

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.

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

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