James Hambro and Partners has been named ‘Wealth Manager of the Year’ at the highly-regarded Portfolio Adviser Wealth Manager Awards.
It also earned the top ‘platinum’ award for its Cautious strategy and ‘gold’ for its Aggressive strategy in the large portfolio manager category.
Host and Portfolio Adviser Editorial Director Dylan Emery acknowledged the firm’s consistency across all of its portfolio strategies.
The awards were judged by an independent panel of industry experts, each with experience of placing private client investment mandates with wealth management firms. The judges assessed how well JH&P demonstrated it would manage a client’s wealth in a number of given scenarios. This qualitative research was supplemented with performance analysis, based on independent data from Enhance Group.
Wealth manager of the year
James Horniman, Partner and Head of the Professional Adviser Services team, said of the win: “These awards are important because they reward our approach to working with professional advisers. We understand that advisers need not just strong, consistent investment performance, but also a partner who is a good fit with their business. They want a wealth manager with the flexibility to meet the needs of a wide-ranging client base.”
He added: “Our adviser service is a growing part of our business and it’s great to see it getting such recognition.”
Andy Steel, Chief Executive, said: “This is an endorsement of all the hard work we’ve put in and it’s always good to get independent validation of our process and approach.
“It was especially pleasing that the judges recognised our strength across the board. We have invested heavily in the past few years in staff development and recruiting talented and experienced managers. Our robust and collaborative approach ensures all our portfolio managers contribute towards the investment strategy so that every single client has the opportunity to benefit from their deep research into stocks and funds. On top of this we have integrated industry-leading software that helps us identify and analyse risks within portfolios to help us deliver strong risk-adjusted returns.”
Posted on 26th July 2019
The value of an investment and the income from it can go down as well as up and investors may not get back the amount invested. This may be partly the result of exchange rate fluctuations in investments which have an exposure to foreign currencies. Fluctuations in interest rates may affect the value of an investment. The levels of taxations and tax reliefs depend on individual circumstances and may change. Past performance is no guarantee of future performance.
James Hambro & Partners LLP is a Limited Liability Partnership incorporated in England and Wales under the Limited Liability Partnerships Act 2000 under Partnership No: OC350134. James Hambro & Partners LLP is authorised & regulated by the Financial Conduct Authority and is a SEC Registered Investment Adviser. Registered office: 45 Pall Mall, London, SW1Y 5JG. A full list of partners is available at the Partnership’s Registered Office. The registered mark James Hambro® is the property of Mr J D Hambro and is used under licence by James Hambro & Partners.