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 email@example.com
- CISI slams FCA plan to scrap Approved Persons Register 5
- Is the auto industry the next ‘Big Short?’
- How to make a compensation payout last a lifetime 1
- Déjà vu all over again: tax avoidance or criminal activity?
- Should wealth firms consider TV advertising?
- Data protection dilemma: how to tackle Mifid II and GDPR clash
- Polar Capital's Rochussen: 'You have to be ruthless'
Inflation hits six year high as prices keep rising
Inflation has hit a near six-year high in November to 3.1% according to the consumer price index (CPI) measure.
- Tuesday Papers: Europeans issue warning to Trump on tax overhaul
- Overnight Markets: Tech stocks help Wall Street close higher
- Six found guilty in £2.7m boiler room scam
- Banks lead FTSE higher as Fed prepares rate rise
- Moola no longer iShares exclusive as it adds three ETF majors
- Bitcoin futures surge 25% in opening session of trading 1
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.
Wealth managers reveal the best investment ideas of the year
From robotics to impact investing, wealth managers share the best ideas they have heard this year.
Baillie Gifford's Earnshaw on Xi Jinping's 'new era'
Sophie Earnshaw talks through what Xi Jinping's 'new era' means for investors. and why Chinese tech offers some of best growth stocks in the world.
Profile: JM Finn on why the future is with financial planners
There is a lot of work on pension consolidation and Sipps have been a big driver there, says JM Finn chief executive
Pub Club: at The Old Beams in Milton Keynes with WH Ireland
MPS Investment Committee: Simon Doherty, Quilter Cheviot
Office Spotlight: Equilibrium Asset Management, Cheshire
MPS Investment Committee: Sanjay Rijhsinghani and MPS team, LGT Vestra
Dining with 7IM's Damian Barry at The Culpeper
On the Road Challenge: Bowling with Kleinwort Hambros
Pub Club: at the bar with Standard Life Wealth's resident rugby star
Office Spotlight: Hargreave Hale, Llandudno
Parmenion: the perks of investing in interesting times
Investment Committee: Arnaud Gandon, Heptagon Capital
Pub Club: At the Water Poet with BMO's Kelly Prior
Office Spotlight: Brooks Macdonald, Manchester
Made in the Midlands: the growth of boutique BRI Wealth Management
Pub Club: At The Cask & Glass with PortfolioMetrix
Coutts celebrate opening of Rwanda cricket ground
Office Spotlight: Casterbridge Wealth, Salisbury
Citigold client events with a difference
Investment Committee: Gary Stockdale, Vertem Asset Management
Pub Club: at the Oast House with Investec W&I Manchester head
Office Spotlight: Brewin Dolphin, Bristol
Investment Committee: Murray Asset Management keeping the consumer confident