Company
Position
Senior director
Index
HNW Wealth Managers
Location
London
Advice type
Investment management
Portfolio management
Tax planning
Wealth management
Wealth preservation
Client type
Charities
Families
HNW
Trusts
Sector Focus
Financial Services
Wealth Management & Private Banking
James de Broë-Ferguson
Spear’s Review
James de Broë-Ferguson, a former Ruffer investment manager, is a senior investment director at Rathbones (incorporating Investec Wealth & Investment UK). He began his City career in 1988 as a hull broker at Lloyd’s, and now manages predominantly discretionary portfolios on behalf of private individuals, pensions, trusts, charities and private family unit trusts.
Known for a ‘loyal client base and his gracious good humour’, according to one industry insider, de Broë-Ferguson is a firm believer in the importance of active management – particularly in fraught times. ‘Clients need the reassurance that with active management centring on capital preservation, there is a better solution than some of the more reactionary plunges that can be seen across indices,’ he says.
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