James Hambro & Partners

 

About James Hambro & Partners

James Hambro & Partners was founded in 2010 as an independent wealth management group providing tailored investment solutions for individuals, families, trusts and charities. We are committed to bringing our service-led discretionary proposition to a broader client base by partnering with like-minded, high quality adviser firms. We provide solutions via bespoke portfolios, platform MPS and an OEIC range. Our expertise in selecting direct equities globally helps to deliver focused portfolios and reduce costs. We can provide full tax management in bespoke client portfolios, while our SEC license means we are able to manage portfolios for US-connected clients. Our stock selection capability, supported by third party screening systems, also allows us to fulfil ethical investment requirements.

Type

Discretionary fund manager Fund provider

Solutions

Bespoke portfolio management MPS (on platform) MPS (off platform) Ethical investing Multi-asset funds Multi-manager funds Risk-targeted funds Risk-rated funds