James Hambro & Partners LLP
Firm details
- Headquarters
- London,
- CRD number
- 286283
- Registered since
- July 27, 2017
- Website
- www.jameshambro.com
- Custodians
- CACEIS BANK, ALLFUNDS BANK S.A, CACEIS BANK
- Fee structure
- Percentage of AUM
- Client types
- HNWI45.16%
- Pooled Investment Vehicles18.7%
- Pension & Profit Sharing Plans13.61%
- Corporations / Businesses11.54%
- Individuals7.21%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
James Hambro & Partners LLP is a limited liability partnership that provides portfolio management for private clients and for pooled investment vehicles. The firm charges fees as a percentage of assets under management and identifies as an active ESG investor, integrating environmental, social and governance considerations into its process. It serves a mix of individual and family clients as well as institutional investors, and its advisory remit includes both discretionary and non‑discretionary relationships. The firm does not position itself as a separate capital allocator; instead it combines in‑house portfolio management with third‑party fund allocations. Investment activity centers on long‑term equity exposure supplemented by private fund allocations and commodity exposure via specialist managers. The adviser runs pooled vehicles in addition to separately managed accounts, indicating a dual focus on bespoke client solutions and fund management.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds39%
- Exchange Traded Equities37%
- Sovereign Bonds16%
- Cash & Cash Equivalents7%
- US Government Bonds1%
Owners & executives
1 of 1
Andrew Steel
CEOCRD 4407129
Contacts
3 of 6James Hambro
DirectorCRD 5082318

Paul Calkin
Managing Partner, Head of Financial PlanningCRD 6772216

William Van Straubenzee
PartnerCRD 6772536
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 7Active vs passive
$32.7M in ETFs
96%
$31.4M
0%
$1.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $22.9M | 53,190 | 69.93% |
Location
London, null
Location
London, null
Headquartered in London, null.
- Address
- 45 Pall Mall
- Office locations
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