$10.6B Total AUM
$8.9B Disc. AUM
15.3% 3Y CAGR
166 Employees
6,418 ADV. Clients
16 yrs Firm Age
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- Custodian
- Caceis Bank
- Clients
- Retail and Institutional
- Platforms
- UnisonBridge +more
- Established Date
- 03-01-2010
- Office Locations
- 1
Office Locations
45 Pall Mall London --
About James Hambro & Partners LLP
James Hambro & Partners (London) provides award-winning integrated wealth management—ongoing financial planning paired with flexible investment management—alongside standalone investment management for families and individuals, international clients, financial advisers, and charities. Clients work with both a portfolio manager and a financial planner, and the firm publishes regular market commentary and investment updates.
Team overview
-- AVG AGE
$480.2M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
12.1 yrs AVG TENURE
166 Employees
22 Advisory Reps
0 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Element north Crest ember Insight delta Alpha vertex Harbor Pathway quantum Crest Element Prime
Custodian
Eagle atlas Bridge beacon Value Vital Oak Wave alpha Pioneer value Ember Pioneer ridge Element Ember atlas Meridian Zenith matrix
Fund Managers
Summit
Investment Themes
Pioneer Harbor vector Ridge Zenith element Harbor
Investment Vehicles
North
Services
Vector Zenith vector Signal vertex Capital bridge Horizon beacon Optima legacy
Technology
Prime timber Peak Summit Signal pathway
Owner & Executives
P
PAUL BERNARD CALKIN
PARTNER
- CRD
- --
- Ownership
- 5% but less than 10%
(938) 763-3323
optima.summit@wavecapital.com
in linkedin.com/in/vertex-prime
A
ANDREW J STEEL
Chief Executive Officer, PARTNER
- CRD
- --
- Ownership
- 5% but less than 10%
(450) 824-1137
catalyst.legacy@momentumcapital.com
in linkedin.com/in/insight-peak
H
Harbor zenith
Meridian legacy
- CRD
- #81226
- Ownership
- 40.0%
(943) 236-3941
fusion.pathway@focuscapital.com
in linkedin.com/in/crest-pathway
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,920,163,313 | $1,115,718 |
| Non-Discretionary | $1,643,446,270 | $794,703 |
| Total | $10,563,609,583 | $1,049,748 |
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Separately Managed Accounts
Total SMA Asset: $8,588,495,059
Private Funds:
15.2% Equity - Exchange:
26.5% Sovereign Bonds:
13.2% Cash:
28.1% U.S. Government/Agency:
17.0% | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $731,337,403 | 15.2% |
| Equity - Exchange | $1,275,029,024 | 26.5% |
| Sovereign Bonds | $635,108,797 | 13.2% |
| Cash | $1,352,011,909 | 28.1% |
| U.S. Government/Agency | $817,943,147 | 17.0% |
| Total | $4,811,430,280 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FUSION UNISON | RADIAL MERIDIAN | K4CKT82BI | XHM | 2.64% | $34,060,755 |
| DELTA PATHWAY FOUNDATION | PRIME PIONEER | J44CBF3AF | RQPEC | 2.27% | $98,306,937 |
| VALUE HORIZON | VERTEX EAGLE | AK6L1K8B3 | LDZY | 0.76% | $119,416,497 |
| LEGACY QUANTUM | BEACON VECTOR | Z6QW1OY8V | TYYO | 0.67% | $31,769,742 |
| VITAL PEAK VITAL | CAPITAL MOMENTUM | ZMCGN5PV7 | VZJ | 1.45% | $26,478,996 |
| LEGACY UNISON MOMENTUM | PRIME FOCUS | 4AJX91MYP | JKAU | 12.16% | $116,013,550 |
| BEACON PATHWAY | FUSION HORIZON | PF4OYE5ZL | LBXNF | 7.81% | $100,621,500 |
| ALPHA BRIDGE | MERIDIAN SUMMIT | 3RA66MXSZ | BEUBL | 3.58% | $87,280,203 |