Partner, Portfolio Manager
Rosie is a Partner and portfolio manager. She looks after direct client relationships, manages portfolios and has responsibilities in investment research. Her clients range from resident domiciled and non-domiciled individuals to pension funds, trusts and offshore structures with international tax considerations. She often works with clients going through significant financial change such as sale of assets or divorce, as well as those with more complex structures and US reporting requirements. In these cases, she works closely with client’s external advisers and/or the JH&P financial planning team.
In our investment research, Rosie is a member of the asset allocation committee and the stock & fund selection committee and is deputy lead for the international equity research team.
Rosie is a Chartered Financial Analyst (CFA) Charterholder, a member of the Chartered Institute for Securities and Investment, and has a degree in Economics from the University of Durham. She joined James Hambro & Partners in 2013, having previously worked at HSBC Investments and UBS Wealth Management.