James Hambro and Partners LLP

Who we are

James Hambro & Partners LLP looks after the investment affairs of private clients, families, trusts, charities and not-for-profit organisations. We strive to offer an integrated service that combines institutional-quality investment management with expert, financial planning advice provided by our appointed representative James Hambro & Company Ltd. The business is structured as a partnership, which gives us independence and the ability to recruit, reward and retain the best people. First and foremost it has helped us assemble an outstanding team which is able to focus on our clients and their investment management needs. We listen carefully to the specific requirements and goals of each client before responding with distinct proposals tailored to their needs.

What we do

Our starting point is uncomplicated - it is that all our clients:

  • Deserve maximum security for their capital assets and, just as importantly, for their income;
  • Should not be deprived of any investment opportunity that can preserve or enhance their wealth, so long as it meets our rigorous criteria for liquidity, underlying value and meets the clients investment objectives as set out in their risk profile;
  • Must receive the highest level of service with direct access to their portfolio manager or financial advisor.

In our view, the most important objective in investment management is the protection of the real value (after inflation) of clients' assets over a prolonged period. The greatest test for a portfolio manager is the ability to achieve this objective.

Overall, successful private client asset management derives from the delivery of an outstanding information flow to a seasoned team of managers who know how to interpret and implement a comprehensive investment process within agreed client tolerances, and can communicate this openly and transparently to our clients.

Strategies

Bespoke Portfolio Service £

Bespoke

MANDATES

  • Mandate 1 • low

  • Mandate 2 • medium

  • Mandate 3 • high

  • Mandate 4 • high

Bespoke Portfolio Service (USD) $

Bespoke

MANDATES

  • Mandate 2 • medium

  • Mandate 3 • high

Bespoke Portfolio Service (EUR) €

Bespoke

MANDATES

  • Mandate 3 • high

  • Mandate 4 • high

Managed Portfolio Service £

MPS

MANDATES

  • MPS 1 • low

  • MPS 2 • medium

  • MPS 3 • medium

  • MPS 4 • high

James Hambro Harrier Funds £

Multi Asset Fund

The aim of the Funds is to deliver long-term capital growth by investing in a broad multi-asset portfolio. The underlying holdings will consist of direct equities, bonds, unit trusts and Exchange Traded Funds (ETFs). The Fund may also invest in hedge funds, private equity funds and infrastructure funds but these are unlikely to form a large component of the Fund.

MANDATES

  • Cautious • low

  • Balanced • medium

  • Capital Growth • high

  • Adventurous • high