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Company

Rathbones

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.

Rank: Recommended

Recommended 2025, HNW Wealth Managers

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