James Hambro & Partners

Contact: Daniela Jaume

45 Pall Mall

Established in 2010, James Hambro & Partners (JH&P) offers bespoke investment management and financial advice to UK and international charities, institutions, families and individuals.

Being 88% owned by our executive partners and staff gives us the independence to focus on pursuing the best results for our clients and the security and motivation to run our business for the long term. Today we look after assets of £5bn, including £300m of charity assets.

We invest on behalf of charities of all sizes, across a wide variety of sectors. They come to us for our high standards of service, focus on building a close working relationship and flexibility to manage tailored investment portfolios.
The people behind our charities team have extensive experience. Many of us serve as trustees and these roles allow us to see things from your perspective. It’s just one of the reasons why we’ve won the Charity Times Boutique Investment Manager award an unprecedented four times in five years.*
We start by taking time to understand your charity’s mission and how you want to invest. We’ll explore the ways in which you want us to work with your trustees and support the wider management team.
We then create an individual investment strategy and build a portfolio that matches your charity’s income, growth targets and attitude to risk. We also have the expertise to help you balance ethical concerns to ensure your portfolio aligns with your charity’s values.
* Charity Times Boutique Investment Manager of the Year 2020, 2019, 2017, 2016.


“Following JH&P’s appointment, I have valued the time taken by the team to clarify our investment criteria and the nature of reporting that would support our charity’s oversight of investment performance. The transparency and clarity of monthly reporting, coupled with the quarterly newsletter on market conditions – current and future – narrows the gap for surprises. I also appreciate the team’s counsel on matters outside of the contractual provisions, which really adds value.” – Charity Trustee, Finance Director

“I have been meaning to find a moment to officially thank you on behalf of all the Trustees for your prudent care of our portfolio during this crisis. Our gratitude to you and your team has been recorded in the Minutes of the last Trustees meeting. Thank you for keeping a cool head in these extremely difficult, unsettled times.” – Charity Trustee, CEO



Governance, legal and compliance