Rosie Bullard

Spear's Review

A partner and portfolio manager within James Hambro’s London office, Rosie Bullard looks after direct client relationships, manages client portfolios and contributes to the firm’s highly valued investment research. 

Her clients range from resident domiciled and non-domiciled HNWs to pension funds and offshore structures seeking advice on their international tax situation. She frequently supports clients going through significant financial changes like divorce or the sale of assets, as well as those with ongoing requirements. This includes those with complex structures or overseas reporting obligations. She works closely with the client’s existing advisers as well as drawing on the expertise of colleagues within the firm. 

Bullard is a chartered financial analyst and a member of the Chartered Institute for Securities and Investment.