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Company

James Hambro & Partners

Position

Partner

Portfolio manager

Index

HNW Wealth Managers

Location

London

Advice type

Industry research

Investment management

Portfolio management

Wealth preservation

Wealth structuring

Client type

Charities

Entrepreneurs

HNW

International non-doms

Sector Focus

Financial Services

Investments and Asset Management

Wealth Management & Private Banking

Rosie Bullard

Spear’s Review

In order for a client relationship to be successful, trust, communication and proactivity are key, says James Hambro partner and portfolio manager Rosie Bullard.

Bullard works with private individuals, trusts and charities, many of whom she has built a relationship with over ‘multiple years and decades’. Clients are often resident in the UK but have international tax considerations.

She frequently supports clients going through significant financial changes, such as divorce or the sale of assets, as well as those with ongoing wealth and investment structuring requirements. This includes those with complex structures or overseas reporting obligations. Increasingly, she works with families and family charities, providing support across multiple generations.

Bullard also sits within the firm’s investment team and contributes to the firm’s highly valued investment research.

Rank: Top Flight

Top Flight 2026, HNW Wealth Managers

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