James Hambro & Partners

Spear’s Review

A fast-growing, independently owned wealth management and investment boutique, James Hambro & Partners was established in 2010 and has seen assets under management increase to over £7 billion as of early 2025.

The firm provides financial planning and investment management to private clients and their families, financial advisers and charities. It also offers investment solutions to professional advisers and manages investments for trusts, charities and not-for-profits. The portfolio managers at James Hambro oversee investments for a combination of onshore and offshore private individuals as well as financial advisers, trusts, non-profits and charities. Its wealth management offering combines ongoing financial planning with flexible and responsive investment management, capturing myriad areas of wealth planning for high-net-worth individuals and families: tax-efficiency, cash flow analysis, risk management, wealth protection and preservation, and inheritance and succession planning.

Bypassing the relationship manager model, James Hambro gives clients direct access to their individual investment managers and financial planners, and prides itself on delivering a boutique service alongside a high-quality investment process.