James Hambro & Partners
James Hambro & Partners is an investment management firm that provides wealth management services to a diverse range of clients. The firm focuses on building personal relationships between clients and their portfolio managers and financial planners.
- Financial Planning
- Portfolio Management
- Investment Management
- Integrated Wealth Management
Locations
Competitors
Walker Crips is a long-established investment management firm that offers a range of financial services including investment management, financial planning, and share dealing.
WH Ireland is a financial services company specialising in wealth management and corporate broking.
Quilter Cheviot is a leading wealth management firm with over 250 years of experience in managing bespoke investment portfolios.
Lax Capital is a bespoke investment management firm with expertise in multi-asset strategies.
7IM is a leading investment management firm that partners with financial advisers to provide tailored investment and financial planning services.
Company Details
James Hambro & Partners is operated by James Hambro & Partners LLP and is a Active company incorporated on 17 November 2009 with the registered office located in London, Greater London. James Hambro & Partners LLP was registered 15 years ago.
Status
Active
Size
Medium
Directors
60
Age
15 years old
Employees
132
Turnover
£39.17M
Total Assets
£39.82M
Cash in Bank
£17.77M
Total Liabilities
-£14.58M
Teams
139
50
46
22
22
21
19
Partner & Portfolio Manager • Joined Mar 2013
Partner - Head Of Investments • Joined Jul 2017
Partner, Head Of Wealth • Joined Dec 2022
Partner, Head Of Finance • Joined Sep 2016
Desk Head, Director • Joined Dec 2022
Partner • Joined Nov 2009
Partner • Joined Jan 2013
Partner • Joined Jun 2011
Partner • Joined May 2010
Partner • Joined Dec 2009
Partner, Head Of Finance • Joined Sep 2016
Partner, Financial Planner • Joined Jun 2004
Partner And Financial Planning Consultant
Portfolio Manager • Joined Nov 2022
Portfolio Manager • Joined Jan 2020
Portfolio Manager • Joined Nov 2017
Portfolio Manager • Joined Dec 2021
Portfolio Manager • Joined Sep 2023
Portfolio Manager • Joined Aug 2016
Portfolio Manager • Joined Apr 2020
Partner, Head Of Finance • Joined Sep 2016
Desk Head, Director • Joined Dec 2022
Partner - Head Of Business Development • Joined Jan 2017
Chief Operating Officer • Joined Dec 2022
Partner, COO
Portfolio Manager, Head Of Adviser Engagement • Joined Aug 2024
Director • Joined Oct 2017
Portfolio Manager, Head Of Professional Adviser Services • Joined Aug 2024
Portfolio Manager • Joined Nov 2022
Portfolio Manager • Joined Jan 2020
EA To The CEO • Joined Apr 2020
Office Manager • Joined Oct 2023
Human Resources Manager • Joined Jun 2020
Client Administrator • Joined May 2018
Senior Client Administrator • Joined May 2021
Client Administrator • Joined Feb 2022
Client Administrator • Joined Nov 2023
HR Administrator • Joined Feb 2024
HR & Payroll Officer • Joined Oct 2023
Operations Assistant • Joined Aug 2024
Partner & Portfolio Manager • Joined Mar 2013
Partner • Joined Nov 2009
Partner • Joined Jan 2013
Partner • Joined Jun 2011
Partner • Joined May 2010
Partner • Joined Dec 2009
Partner, COO
Partner, Financial Planner • Joined Jun 2004
Portfolio Manager, Head Of Professional Adviser Services • Joined Aug 2024
Partner At James Hambro & Partners • Joined Feb 2020
Partner & Portfolio Manager • Joined Mar 2013
Partner • Joined Nov 2009
Partner • Joined Jan 2013
Partner • Joined Jun 2011
Partner • Joined May 2010
Partner • Joined Dec 2009
Partner - Head Of Business Development • Joined Jan 2017
Partner, COO
Business Director • Joined May 2021
Partner At James Hambro & Partners • Joined Feb 2020
EA To The CEO • Joined Apr 2020
Assistant Portfolio Manager • Joined Dec 2023
Assistant Portfolio Manager • Joined Dec 2022
Assistant Portfolio Manager • Joined Jan 2023
Assistant Portfolio Manager • Joined Jun 2023
Assistant Portfolio Manager • Joined Sep 2022
Client Services Manager • Joined May 2024
Client Services Manager • Joined Sep 2022
Client Services Manager • Joined May 2024
Client Services Manager • Joined Nov 2023
View 139 members