January investment update
18th January 2022
Welcome to
Hambro Insights
Market Commentary 3rd Quarter 2021
22nd December 2021
December investment update
10th December 2021
A series of awards reflects not just the investment returns James Hambro & Partners has generated for clients but also the quality of our service.
Best Overall Medium Firm WINNER
Total Wealth Planning – HNW WINNER
Impact/ESG Manager of the Year WINNER
Financial Advisory Firm of the Year SILVER
Boutique Investment Manager of the Year WINNER
Total Wealth Planning – HNW WINNER
Discretionary Fund Manager of the Year WINNER
Best Overall Medium Firm WINNER
Balanced Portfolio WINNER
Steady Growth Portfolio FINALIST
Aggressive Portfolio FINALIST
Boutique Investment Manager of the Year WINNER
Wealth Manager of the Year WINNER
Cautious portfolio (large) WINNER
Aggressive portfolio (large) GOLD
Discretionary Fund Management Group of the Year (under £5bn AUM) FINALIST
High Net Worth Client Service Quality FINALIST
Positive Impact FINALIST
People’s Choice Awards for exceptional client service WINNER
Best Overall Medium Firm WINNER
Balanced Portfolio WINNER
Discretionary Fund Management Group of the Year (under £5bn AUM) FINALIST
Quality and Clarity of Reporting WINNER
High Net Worth Client Service Quality FINALIST
Investment Performance, Growth Portfolios FINALIST
Independent endorsement of an investment manager’s commitment to the principles of transparency, engagement and integrity
Boutique Investment Manager of the Year WINNER
High Net Worth Client Service Quality FINALIST
Quality and Clarity of Reporting FINALIST
Discretionary fund management group of the year FINALIST
Growth Portfolio FINALIST
Best Medium Firm FINALIST
Image and Reputation WINNER
Client Service Quality FINALIST
Investment Performance, Growth Portfolios FINALIST
Investment Performance, Defensive Portfolios FINALIST
Discretionary fund management group of the year WINNER
Balanced Portfolio award GOLD
Best overall medium firm WINNER
Balanced Portfolio FINALIST
Growth Portfolio FINALIST
Aggressive Portfolio FINALIST
Boutique Investment Manager of the Year FINALIST
Discretionary fund management group of the year WINNER
Boutique Investment Manager of the Year WINNER
High Net Worth Client Service Quality FINALIST
Quality and Clarity of Reporting FINALIST
Best overall medium firm FINALIST
The value of your investments and the income received from them can fall as well as rise. You may not get back the amount you invested.
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