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Adaptable&personal

Why choose us?

We want to help you deliver a first-class service. That means understanding your business requirements and the issues you and your clients face.

The ultimate aim is to benefit all concerned ­– providing you with support and expertise and maximising your clients’ investment opportunities. The benefits are clear:

  • Adaptable approach built around you and designed to meet the investment needs of all your clients
  • Strong performance – we submit data to Asset Risk Consultants (ARC) allowing independent peer group comparison of our performance.
  • Attractive fees and focus on keeping down all costs
  • Use of direct equities within portfolios is a distinctive service feature and can help reduce costs
  • Clear uncomplicated investment process with a focus upon investment liquidity
  • Accurate reporting and prompt responses – we understand their importance in delivering good client service
  • Dedicated support – direct contact with your portfolio manager and team means you will always talk to the same people, ensuring speed and efficiency
  • Online client reporting tools keep you fully informed
  • Clear service level agreements demonstrate our professionalism and adaptability

Judges commendation2_IW

© Copyright James Hambro & Partners LLP 2015