Wealth Manager - the site for professional investment managers

Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Office Spotlight: Kleinwort Hambros, Newbury

Office Spotlight: Kleinwort Hambros, Newbury

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 emahmoud@citywire.co.uk

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Citywire TV
Play French fund CEOs: 'Brexit is a lose-lose situation for all of us'

French fund CEOs: 'Brexit is a lose-lose situation for all of us'

'We'll all lose out - but London is an international city, Paris is not.' Leading French asset management CEOs tell us what they think Brexit will mean for the investment business.

Play Henderson Eurotrust's Stevenson: dealing with European cynicism

Henderson Eurotrust's Stevenson: dealing with European cynicism

Tim Stevenson talks about where he finds his opportunities in the current environment in Europe

Play Mark Barnett - part 2: why I'm not buying Lloyds

Mark Barnett - part 2: why I'm not buying Lloyds

In the second part of our exclusive video interview, Barnett explains why he has no intention of buying Lloyds, and where he sees the greatest income opportunities.

Read More
Wealth Manager on Twitter