Date opened: In March 2007 the Kleinwort Benson private banking office was formally launched. In January 2010 SGPB Hambros opened an office in Newbury. Ten years after the launch of Kleinwort Benson’s office, in January 2017, the two offices were combined under the Kleinwort Hambros brand.
Average portfolio size: £3 million plus (£1 million - £30 million)
Bullish/bearish: Moderately bullish
AUM: £16 billion (group)
Number in team: 8
Top stock and fund picks:
Hermes Asia Ex Japan
BlackRock Continental European Flexible
Liontrust UK Growth
Q&A with Rebecca Constable, director or private banking, Kleinwort Hambros, Newbury (front centre below):
What is your typical client demographic?
Aged 40-70, a wealth creator who is seeking expertise to protect the real value of their wealth. We work with them to manage their investments, including ISAs and pensions, transfer of wealth and we offer short-term cash flow credit secured against portfolios at competitive rates. Increasingly, we find our clients are more and more aware of the benefits of charitable giving.
What differentiates your region?
Communications allow a fast growing economic zone, conducive for incubating start-ups right up to the European headquarters of international companies. Great quality of life, as well as a thriving business community. Newbury is the gateway to Birmingham and the Northern Powerhouse.
What challenges are facing your local area?
Congestion on the road network, requirement for better connectivity from Reading to Heathrow, uncertainty of Brexit and intermittent broadband on train lines and rural areas.
What’s the best thing about living in your region?
A dynamic and positive business community, a beautiful place to live, with a relatively easy commute to London, Oxford, Southampton and Reading.
What is your office motto?
Together everyone achieves more.
If you would like to feature in Office Spotlight, please email Eleanor on firstname.lastname@example.org
- Game on: why wealth firms are targeting esports clients
- Counting the cost of Dauriac v Caudwell
- Exclusive: MPS hasn't killed off client-facing managers
- MPS spotlight: how Whitechurch was able to slash charges
- The pitfalls and rewards of setting up a family office 2
- Revealed: the truth about wealth managers’ buy lists 2
- How these wealth firms replaced their CEOs
Friday Papers: US-North Korea summit cancelled
And world's bankers awaken to full horror of Italy's planned parallel currency.
- Bond holders may get steamrollered by runaway M&A
- Deutsche Bank confirms 7,000 job cuts
- Fund giant agrees $30m settlement with top manager
- IFS says taxes need to hit historic highs to prevent NHS misery 1
- Thursday Papers: M&S profits plunge 62% amid sweeping store closure plans
- Overnight Markets: US stocks stage rebound on Fed minutes
CEO Tapes: Buxton to Gilbert - ‘my Glencore quandary’
Do not miss the first two minutes of this film as Richard Buxton shares how he has been challenged by a client for owning shares in a certain company.
CEO Tapes: the huge opportunities for asset managers
From tech disruption, retirement and poaching, the CEO discuss the opportunities for their businesses in this episode.
CEO Tapes: 'we're just a bunch of white dudes sitting here'
In our brand new series, eight CEOs discuss how the industry could do a better job for female fund managers.
Profile: how career burnout led to a family office launch
I was burnt-out from a career in finance and had no desire to come back, says the founder of Blu Family Office
Pub Club: At Balls Brothers with Charles Stanley's latest recruits
Thamesis’ Paul Reynolds rides for charity in Bums on Bikes challenge
MPS Investment Committee: Jordan Sriharan, Thomas Miller Investment
Office Spotlight: Psigma Investment Management, Birmingham
Walking with Wealth Managers: Matt Phillips of TMI
Pub Club: At The Garrison with Rosanna Arikoglu, Smith & WIlliamson
Office Spotlight: Beckett Asset Management, Bury St Edmunds
MPS Investment Committee: Tom Becket, Psigma Investment Management
The Baer amongst the bees - Julius Baer making footprints in Manchester
The best out West - catching up with Swansea's Walker Cambria
Office Spotlight: Investec Wealth & Investment, Bournemouth
Room 101: what grinds these three wealth managers' gears?
MPS Investment Committee: Gill Lakin, Brompton Asset Management
Wealth management momentum in East Anglia - catching up with Beckett Asset Management
Earth Day 2018: four wealth managers on how they are supporting a sustainable future
Office Spotlight: Arbuthnot Latham, Manchester
MPS Investment Committee: Barry Cowen, Sanlam Four
Former Walker Crips wealth manager proud to celebrate Best Beginnings' 10th Anniversary
MPS Investment Committee: Jonathan Webster-Smith, Brooks Macdonald
A day in the life of... Psigma Investment Management's Peter Seamer
Sorbus Partners – the multi-family office taking off in the Midlands