James Hambro & Partners LLP

RIASEC RegisteredEst. 2017
Total AUM
$10.6B
Discretionary
$8.9B
84% of AUM
Avg account
$1M
Accounts
10,063
Employees
166
Advisory reps
7

Firm details

Headquarters
London,
CRD number
286283
Registered since
July 27, 2017
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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Private Funds 39%, Exchange Traded Equities 37%, Sovereign Bonds 16%, Cash & Cash Equivalents 7%, US Government Bonds 1%39%
  • Private Funds39%
  • Exchange Traded Equities37%
  • Sovereign Bonds16%
  • Cash & Cash Equivalents7%
  • US Government Bonds1%

Owners & executives

1 of 1
  • Andrew Steel

    Andrew Steel

    CEOCRD 4407129

Contacts

3 of 6
  • James Hambro

    DirectorCRD 5082318

  • Paul Calkin

    Paul Calkin

    Managing Partner, Head of Financial PlanningCRD 6772216

  • William Van Straubenzee

    William Van Straubenzee

    PartnerCRD 6772536

Unlock 3 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 7

Active vs passive

$32.7M in ETFs

Passive

96%

$31.4M

Active

0%

$1.3M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR GOLD TRUST (GLD)State StreetPassiveCommodities Focused$22.9M53,19069.93%

Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
45 Pall Mall
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth