Jo Hambro Capital Management Limited (London)

Name: Jo Hambro Capital Management Limited
Address: Ryder Court, London, Sw1 Y 6 Qb
Telephone: +44 20 7747 5678

Jo Hambro Capital Management Limited is a large advisory firm based in London. It manages $27.23 billion of regulatory assets for 64 client accounts. It has been registered with the SEC as an adviser since 2006.

Jo Hambro Capital Management Limited provides portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and portfolio management for non us investment companies such as uk and irish listed funds and ucits open ended funds. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Jo Hambro Capital Management Limited: assets under management

The assets under management (AUM) of Jo Hambro Capital Management Limited is $27.23 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 511% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $27.23 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $425.41 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jo Hambro Capital Management Limited for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Jo Hambro Capital Management Limited

James Daryl Hambro has been acting as President since 1 Jul 1994. Andrew Clive Rice joined the executive team most recently as the Finance Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Daryl Hambro	Chairman	1 Jul 1994	Other	5082318
Nichola Pease	Chief executive officer	1 May 1998	Other	5082311
Basil David Postan	Director	1 May 1998	Other	5082320
J O Hambro Capital Management Group Limited	100% holding company	1 Sep 1998	75% - 100%	ein
Robert George Barrett	Chief compliance officer	1 Oct 1998	Other	5082316
Graham Warner	Finance director	1 Jul 2000	Other	5082313
Willem Pieter Vinke	Director	1 Oct 2002	Other	5082321
Jeremy James Brade	Director	1 Apr 2003	Other	5082322
Margret Helen Vaughan	Chief operating officer	1 Nov 2004	Other	5082315
Nicholas Herford Pitt Lewis	Chief compliance officer	1 Apr 2006	Other	4378020
Suzy A E G Neubert	Director	1 May 2006	Other	5569750
David James Rhydderch	Chief operating officer	1 May 2007	Other	5569754
Gavin Mark Rochussen	Chief executive officer	1 Nov 2008	Other	5644884
Nichola Pease	Deputy chairman	1 Nov 2008	Other	5082311
Andrew J Steel	Director, group infrastructure	1 Dec 2009	Other	4407129
Ryan Jd Corton	Operations director	1 May 2010	Other	5801340
J O Hambro Capital Management Holdings Limited	Holding company	1 Oct 2011	75% - 100%	ein
Alexander Thomas Black	Investment director	1 Nov 2011	Other	5999298
Brian Vincent Wright	Director	1 Feb 2013	Other	6185884
Andrew Clive Rice	Finance director	1 Jul 2013	Other	6185883

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Christopher Harwood Bernard Mills	Director	1 Oct 1998	25% - 50%	5082310
Btim Uk Limited	100% holding company	1 Oct 2011	75% - 100%	ein
Bt Investment Management Limited	100% holding company	1 Oct 2011	75% - 100%	ein
Westpac Financial Services Group Limited	31% indirect holding company	1 Oct 2011	25% - 50%	ein
Westpac Equity Holdings Pty Limited	Indirect holding company	1 Oct 2011	25% - 50%	ein
Westpac Banking Corporation Limited	Shareholder	1 Oct 2011	25% - 50%	98-6008211

Based in London

The principal office where Jo Hambro Capital Management Limited performs its advisory services is located at Ryder Court, London, Sw1 Y 6 Qb, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number +44 20 7747 5678 or by fax +44 20 7747 5647. The normal business hours are 9 to 5.30 uk time on Monday - Friday. You can find more information about the New York firm at johcm.co.uk.