J O Hambro Capital Management Limited

RIASEC Registered
Total AUM
$22.3B
Discretionary
$22.3B
100% of AUM
Avg account
$406M
Accounts
55
Employees
143
Advisory reps
6

Firm details

Headquarters
London,
CRD number
138653
Registered since
September 30, 2008
Custodians
THE BANK OF NEW YORK MELLON, J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles66.2%
  • Investment Companies23.69%
  • State / Municipal Government4.95%
  • Pension & Profit Sharing Plans4.76%
  • Insurance Companies0.39%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

J O Hambro Capital Management Limited is a corporate, institutional registered investment adviser that primarily serves institutional clients. The firm is set up as a foreign/individual-owned entity and has been SEC-registered since 2008. Its advisory mandate centers on portfolio management for investment companies, pooled investment vehicles, and businesses or institutions. Compensation is a mix of percentage-of-assets-under-management and performance-based fees, and the firm identifies as an active ESG investor. It also holds roles beyond adviser—acting as an investment sponsor and as a general partner/managing member for pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Owners & executives

2 of 2
  • Suzanne Evans

    Suzanne Evans

    Chief Financial OfficerCRD 7167881

  • William Street

    Chief Investment OfficerCRD 6254262

Contacts

3 of 4
  • Clare Forster

    Head of Business ManagementCRD 7844988

  • Warren Tonkinson

    Head of DistributionCRD 6632021

  • Carole Judd

    CRD 8349985

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
1 St Jamess Market
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth