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Company

Rathbones

Position

Senior director

Index

HNW Wealth Managers

Location

London

Advice type

Investment management

Portfolio management

Wealth management

Wealth preservation

Client type

Charities

Families

HNW

Trusts

Sector Focus

Financial Services

Investments and Asset Management

Wealth Management & Private Banking

James de Broë-Ferguson

Spear’s Review

James de Broë-Ferguson is a senior investment director at Rathbones with over 25 years of experience in the finance industry, including time spent as an investment manager at Ruffer.

He now specialises in managing discretionary portfolios on behalf of private individuals, pensions, trusts, charities and private family unit trusts.

Known for having a ‘loyal client base’ and ‘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.

Rank: Recommended

Recommended 2026, HNW Wealth Managers

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