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Position

Partner

Index

HNW Wealth Managers

Location

London

Advice type

Investment management

Portfolio management

Client type

Charities

Entrepreneurs

HNW

International non-doms

Sector Focus

Financial Services

Investments and Asset Management

Geographical focus

United Kingdom

Rosie Bullard

Spear’s Review

A partner and portfolio manager within James Hambro & Partners’ 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 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. She works closely with the client’s existing advisers as well as drawing on the expertise of colleagues within her firm. 

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

Rank: Top Recommended

Top Recommended 2025, HNW Wealth Managers

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