Date office opened: 2008
Number in team: 4
Average portfolio size: £2.5 million
Group assets under management: £16 bn
Top three fund picks:
Artemis Global Income
Moorea SGBP Hambros Target Return
Q&A with Mark Sinclair, director of private banking, SG Kleinwort Hambros, Cambridge (pictured below):
What is your typical client demographic?
Owner managed businesses, finance professionals, wealthy retired and, increasingly, entrepreneurs from the tech, pharma and bioscience industries.
What differentiates your region?
High-tech, pharma, disruptive technologies businesses, plus world-class educational establishments.
What challenges does your area face?
Infrastructure keeping pace with the growth of people and businesses.
What’s the best thing about living in your area?
A London feel, but with less people and more green space. Also excellent facilities for all the family’s needs.
What is your office motto?
Treat customers with honesty, integrity and respect.
Are you bullish or bearish?
- A 17-year-old's perspective on Brexit 110
- Moola sale: a confused client's perspective 7
- What sets Quilter apart from SJP, Brewin and Rathbones? 3
- The Speirs & Jeffrey eight set for bumper Rathbones payday
- The existential crisis facing wealth managers 1
- Why Speirs & Jeffrey was forced to sell to Rathbones
- Secret CEO: after week of drama, where next for Turkey?
Vanguard hires senior specialist from State Street
Paul Young will report into Thomas Bartolacci, head of ETF Capital Markets, Europe
- Private credit offers an escape from miserly bond yields
- Tuesday Papers: Venezuela devalues its currency by 95%
- Overnight Markets: Wall Street gains on trade talk optimism
- Crispin Odey: Tesla feels like it's entering 'final stage' of life 4
- Artemis' AAA-rated Niznik: my five favourite stocks
- JO Hambro Capital boss to depart with 'immediate effect'
Canada Life's CIO on why the Faangs could bite
He also speaks to his fears about the long-term effects of quantitative easing (QE).
Wealthify's Pearce: how online DFMs can build trust
In this video Cardiff-based Wealthify founder Michelle Pearce also discusses online DFM suitability failings and not being London-centric.
Citywire Scotland: how wealth managers use new tech
We caught up with a few wealth managers at our annual event in Gleneagles to find out what technological innovations they are employing across their businesses.
Profile: the continuing story of jonathanfry, minus Jonathan Fry
It had gone a bit quiet at Gale & Phillipson since its merger with multi-family office jonathanfry in 2015
On The Road Challenge: Blu Family Office serve up tennis challenge to Wealth Manager
On The Road Roundup
Pub Club: At the Phoenix with Simon-Evan Cook, Premier Asset Management
MPS Investment Committee: Alex Brandreth, Brown Shipley
A round of golf with Mary Coughlan, Redmayne Bentley
Pub Club: At the Vintry with WHIreland's Lawrence Cotton & Mark Burtenshaw
MPS Investment Committee: James Penny, TAM Asset Management
Office Spotlight: UBS Wealth Management, Edinburgh
Pub Club with Andrew Davies, LGT Vestra
On The Road Diary - Postcards from Leeds....
Office Spotlight: SG Kleinwort Hambros Bank
MPS Investment Committee: Andrew Morgan, Walker Cambria
Pub Club with James Horniman, James Hambro & Partners
Investment Trust Forum 2018
Office Spotlight: Canaccord Genuity Wealth Management, Guernsey
MPS Investment Committee: Jeremy Balfour-Melville, Malloch Melville Investment Managers
Next Generation Forum 2018
Pub Club with Andrew Rees, EQ Investors
MPS Investment Committee: Jason Day & Eric Louw, Standard Life Wealth
Office Spotlight: AJ Bell, Manchester
The key sustainable takeaways from WHEB AM's annual conference