James Hambro & Partners LLP

James Hambro & Partners provides discretionary investment management services to U.S. clients through separately managed accounts. The firm focuses on global equities combined with diversifying asset classes such as government and corporate bonds, infrastructure, absolute return funds, and gold to manage portfolio risk and volatility. The investment approach emphasizes quality businesses with durable competitive advantages, high returns on capital, and strong cash flows, while integrating environmental, social, and governance factors into the research process. Portfolio managers operate within a generalist model, supported by an Investment Committee that oversees asset allocation and stock selection. The firm does not provide custody services, which are handled by independent third-party custodians chosen by clients. James Hambro & Partners does not charge performance fees or participate in bundled fee programs.