James Hambro & Partners

Services Provided

  • Discretionary

Location

  • 1 UK Location

Investment

  • Wealth Manager
  • Founded 2010

Pooled Accounts

  • Not offered

Segregated Accounts

  • Minimum Account £750K
  • Assets Under Management £4.94
  • Number Of Clients 50

About James Hambro & Partners

We have been managing portfolios for charity clients since our inception in 2010. 

JH&P is a privately-owned wealth group offering bespoke financial advice and investment management to charities, individuals, families, advisers and trusts. We’re 85% owned by our partners and colleagues, and manage or advise on assets of more than £4.945 billion.* (as at July 2021)

We look after a diverse range of charity clients from many areas including the medical, religious, educational and environmental sectors. We enjoy working with organisations of all sizes, from small localised charities to large nationals, to achieve their investment objectives.

We will design an individual investment strategy and build a portfolio that matches your charity’s income, growth targets and attitude to risk. We also have the expertise to help you balance ethical and financial concerns so your portfolio aligns with your charity’s values. We believe that by investing directly in equities we can give you focused exposure to potentially rewarding investment themes at a lower cost than by investing solely in funds. 

We place our clients at the centre of our business. You will have a direct relationship with the teams managing your charity’s money You can talk to your portfolio manager and their team at any time. We do not place relationship managers between you and the people managing your assets.

Our business has been built on personal service, clear communication and strong investment performance. We listen to your charity’s specific objectives and shape our services to meet your ambitions.

Our Philosophy

A number of our partners are trustees of national charities and we believe that a good knowledge of the sector is important when understanding and interpreting the requirements of the trustees. We have found this experience to be invaluable when assisting trustees in their responsibilities, such as writing investment policy statements, discussing ethical, social and governance issues, and in aligning ourselves with the trustees and the issues they face.

Our multi-asset approach to investing places equities at the core of the investment strategy and uses defensive and more stabilising assets, such as fixed interest, gold and cash, to preserve capital in times of market uncertainty.

Our equity allocation has an international focus that complements our equity strategy of seeking to invest in the best companies in the world irrespective of geography. This strategy also has the benefit of allowing us to manage exposure to external risks, particularly those of a political nature where the potential outcomes can be more unpredictable.