what we do
Integrated Wealth Management
Our award-winning integrated wealth management service combines ongoing financial planning with flexible and responsive investment management. We have built a dynamic service based on the personal relationship between our clients, their portfolio manager and their financial planner.
investment management services
Our investment management service is designed to cater for a wide variety of clients, with specific needs. For all, we have achieved results that consistently outperformed the competition year-on-year and won numerous awards along the way.
Investment
insights
Take a look at our latest in depth thinking on the markets and trends that are shaping them.
Discover More
Investment Update May 2025
Market Commentary 1st Quarter 2025
March 2025 investment update
February 2025 investment update
Market Commentary 4th Quarter 2024
January 2025 investment update
December 2024 investment update
November 2024 investment update
The US Presidential Election – what next?
US Election Update 2024
Autumn Budget 2024
Market Commentary 3rd Quarter 2024
October 2024 investment update
September 2024 investment update
August 2024 investment update
July 2024 investment update
Market Commentary 2nd Quarter 2024
June 2024 investment update
May 2024 investment update
April 2024 investment update
Market Commentary 1st Quarter 2024
March 2024 investment update
James Hambro & Partners expands the Partnership as assets grow to £6.2Bn
February 2024 investment update
January 2024 investment update
Market Commentary 4th Quarter 2023
December investment update
November investment update
October investment update
Market Commentary 3rd Quarter 2023
September investment update
August investment update
Market Commentary 2nd Quarter 2023
