Provider Profile: James Hambro & Partners

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Partnership

At James Hambro & Partners we recognise the pivotal role of advisers in achieving positive client outcomes, and we are well positioned to help. Whichever operating model you have chosen for client suitability, we can work to your requirements.

 Our investment capability

  • A global approach to investment, across asset classes, within multi-currency portfolios
  • In-house direct equity expertise, helping to deliver focused portfolios and reduce costs
  • A portfolio management team of 21, all of whom are involved in our research process
  • Ethical investment supported by screening systems and individual stock-picking capability
  • Full capital gains tax management in bespoke client portfolios
  • Our SEC license means we can support portfolios for US-connected persons
  • We adjust portfolios when we believe conditions warrant it, not just at scheduled times

Accessing our investment approach

Bespoke portfolios – Platform MPS – Harrier OEIC range

Platform availability

FundsNetwork – James Hay Partnership – Aviva – Standard Life

Support for you and your clients

  • We have established relationships with major platforms, SIPP providers and offshore bond providers, and we can provide offshore custody of client assets
  • You have direct access to your portfolio team whenever required – we do not place relationship managers between you and the team managing your clients’ money
  • Our team is available to attend client pitches and meetings, as well as internal team briefings, including regular updates on markets and portfolio management
  • We are committed to delivering the information you require for monitoring portfolios, including setting up data feeds, and we will update you regularly by email and on the phone as required

What we can send you

  • Monthly factsheets including portfolio and market commentary
  • Regular reporting, plus online access for bespoke portfolios if required
  • Daily Bite market outlook and company news digest, sent daily
  • Market round-up email on Fridays, and email alerts for rebalanced portfolios

 

The value of an investment and the income from it can go down as well as up and your clients may not get back the amount invested.

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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.

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