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
- A fresh start: what it takes to set up a wealth boutique
- The perils of 10% portfolio falls reporting 3
- Mifid II crossroads – a fair price for research?
- Shrimp wars: the Indian commodity that could get caught in the net
- Predicting the future: a problem in asset management
- Surprise at Mifid II ‘bill shock’ warning
- Cohen & Steers: rate misconception masking Reits opportunity
Serbia: ‘The role model for reforms’
Neuberger Berman's Rob Drijkoningen discusses the countries undergoing reforms that are powering his portfolio.
BNY Mellon Investment ManagementHorror on the high street: ‘Experiences over things’ revs up retail apocalypse
- Bookies slump as £2 stake limit on terminals looms
- Tilney appoints ex Schroders exec to board
- Numis questions Woodford’s controls after Prothena blow
- Regional stars: 10 of our best Scottish wealth profiles - part 2
- Insight's Waddington reveals infrastructure plays post-Carillion
- Guy Monson: an unforgiving return to real investing world
Insight's Waddington reveals infrastructure plays post-Carillion
Post-Carillion Steve Waddington is still finding attractive plays in infrastructure.
Mark Stevenson: oil is the dumbest place to put your money
Futurist Mark Stevenson says that investing in oil is not just a risk to the environment but also your investment.
Boutique tapes: my business will never be sold
In the final part of our four part series we discuss consolidation and whether it's getting tougher for boutiques to survive.
Profile: how this boutique beat the big guns of wealth
This small west country offshoot of a local IFA scooped a 2018 Citywire award from beneath the noses of the national challengers
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
Podcast: Walking with Wealth Managers - Standard Life Wealth's Aidan Butler
Meet Wealth Manager's latest recruit: Alex Foster
MPS Investment Committee: James Horniman, James Hambro & Partners
Office Spotlight: Cazenove Capital, Edinburgh
Pub Club: At The Kings Store with Standard Life Wealth CIO John Hair
MPS Investment Committee: Gill Lakin, Brompton Asset Management
On the Road diary...in Manchester
Office Spotlight: TAMAC, Salisbury
Podcast: Walking with Wealth Managers - Greg Mahon of Rathbones
Pub Club: At Ye Grapes with Connor Broadley’s James Connor and Chris Wyllie
Office Spotlight: Rathbones, Winchester
MPS Investment Committee: Barry Cowen, Sanlam FOUR
MPS Investment Committee: Piers Cushing, Plurimi Wealth
Office Spotlight: Quilter Cheviot, Belfast
Walking with Wealth Managers: Lorne Baring of B Capital
Pub Club: At Shakespeare's Globe with Sanlam's Cynthia Bowring
Wealth managers and IFAs join forces for the 'Girls Speak Out' appeal