Investment services

At James Hambro & Partners we aim to support you in meeting the investment needs of your full spectrum of clients.

Our adviser offering includes four core elements – the JH&P Bespoke Portfolio, the JH&P Platform Managed Portfolio Service, the JH&P Portfolio Population Service and the JH&P range of OEICs.

JH&P Bespoke Portfolio benefits

  • Discretionary portfolios built around each client’s personal requirements
  • Full client suitability carried out and portfolios risk profiled to ensure we meet your clients’ individual needs
  • Full bespoke reporting – online access
  • Diversified portfolio including access to direct equity in the UK and overseas
  • Direct access to individual portfolio manager and team (for you and also your client if desired)
  • We have full custody of assets, so can act swiftly on behalf of clients

The JH&P Platform Managed Portfolio Service benefits

  • Segregated, discretionary service enabling the JH&P approach to be made available to a wider client base, offered through the Aviva, Fidelity, James Hay and Standard Life platforms
  • Adviser partners retain direct access to the investment management teams

The JH&P Portfolio Population Service benefits

  • Designed to help those advisers who use third-party risk profiling and strategic asset allocation services
  • Enables you to access our expertise in portfolio construction and stock selection – we populate portfolios to match your risk and asset allocation requirements

The JH&P OEICs benefits

  • Unitised version of the Managed Portfolio Service delivering full access to the JH&P direct equity approach and the benefits of a wrapped solution. Our OEICs are cost capped to keep them competitive

Contact Paul Cherry for more information on how we can help you.

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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