James Hambro & Partners LLP
Firm details
- Headquarters
- London,
- CRD number
- 286283
- Registered since
- July 27, 2017
- Website
- www.jameshambro.com
- Custodians
- CACEIS BANK, ALLFUNDS BANK S.A.U
- Fee structure
- Percentage of AUM
- Client types
- HNWI45.39%
- Pooled Investment Vehicles19.97%
- Pension & Profit Sharing Plans13.41%
- Corporations / Businesses11.37%
- Individuals6.83%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
James Hambro & Partners LLP is a limited liability partnership that provides portfolio management for individual and family clients as well as pooled investment vehicles. The firm is SEC-registered (since 2017) and reports an ownership mix that includes a foreign entity alongside individual owners. Its fee model is a percentage of assets under management. Advisory work is focused on discretionary portfolio management and management for pooled vehicles, and the firm identifies itself as an active ESG investor. It is not registered as a multi-state adviser or a pension consultant, and it does not identify as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds47%
- Exchange Traded Equities34%
- Sovereign Bonds11%
- Cash & Cash Equivalents7%
- US Government Bonds1%
Owners & executives
1 of 1
Andrew Steel
CEOCRD 4407129
Contacts
3 of 7James Hambro
DirectorCRD 5082318
Dino Luciano
CRD 8307705
Paul Calkin
Managing Partner, Head of Financial PlanningCRD 6772216
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 7Active vs passive
$28.9M in ETFs
93%
$26.9M
0%
$2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $13.1M | 35,566 | 45.27% |
Location
London, null
Location
London, null
Headquartered in London, null.
- Address
- 45 Pall Mall
- Office locations
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