Whether you simply want to protect your wealth from the ravages of inflation or are looking for investment growth, James Hambro & Partners is able to help.
We will deliver the right blend of assets – like equities, bonds, property, gold and cash – to meet your individual needs.
A key part of your portfolio is likely to be equities – in other words, company shares. This is an area in which we specialise. We are distinctive in having the in-house expertise to be able to choose many equities ourselves and to buy them directly for you, limiting our reliance on externally-managed funds.
This helps reduce management costs and ensures portfolios are focused, so you benefit meaningfully from our best investment ideas.
Our approach also makes it much easier to exclude from your portfolio any companies you may wish to avoid for personal ethical reasons.
We avoid over-complex financial instruments that may carry hidden risks and invest in assets that are easily traded so you can access your money when you need to.
We are transparent about performance. We share data with independent organisations so that you can test our success against that of our peers to put it into context.
In short, we try to keep it simple and do it well. We make sure you can see exactly what we’re doing and how we’re doing. And if you’ve got any questions, well, you are always welcome to pick up the phone and talk directly to the person managing your money.
Read more about our approach to investing here.
Past performance is not a reliable indicator of future performance.