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.U
- Fee structure
- Percentage of AUM
- Client types
- HNWI45.39%
- Pooled Investment Vehicles19.97%
- Pension & Profit Sharing Plans13.41%
- Corporations / Businesses11.37%
- Individuals6.83%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
James Hambro & Partners LLP is a UK-based limited liability partnership that provides discretionary portfolio management to high-net-worth individuals, families and institutional clients. The firm appears on the SEC register (registered in 2017) and charges fees based on a percentage of assets under management. Its advisory scope includes separately managed portfolios for individuals and pooled investment vehicles. Ownership is a mix of foreign-entity and individual stakeholders, and the firm identifies itself as an active ESG investor, suggesting environmental, social or governance factors are incorporated into its investment process.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds47%
- Exchange Traded Equities34%
- Sovereign Bonds11%
- Cash & Cash Equivalents7%
- US Government Bonds1%
Owners & executives
2 of 2
Andrew Steel
CEOCRD 4407129
Dino Luciano
Chief Operating OfficeCRD 8307705
Contacts
3 of 6Martina Iannotti
Partner, Head of WealthCRD 6772197
Paul Calkin
Managing Partner, Head of Financial PlanningCRD 6772216
James Hambro
DirectorCRD 5082318
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 9Active vs passive
$41.4M in ETFs
93%
$38.5M
0%
$2.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETF (AAXJ) | BlackRock | Passive | Pacific/Asia ex Japan Stk | $13.7M | 117,435 | 33.03% |
Location
London, null
Location
London, null
Headquartered in London, null.
- Address
- 45 Pall Mall
- Office locations
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