Company

Rathbones

Index

HNW Wealth Managers

Location

London

Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Wealth adviser

James de Broë-Ferguson

Spear’s Review

James de Broë-Ferguson, a former Ruffer investment manager now at Rathbones incorporating Investec Wealth & Investment (UK) who began his City career in 1988 as a hull broker at Lloyd’s, manages predominantly discretionary portfolios on behalf of private individuals, their pensions, trusts, charities and private family unit trusts.

Known for a ‘loyal client base and his gracious good humour,’ according to one industry insider, he is a firm believer in the importance of active management – particularly in these fraught times. ‘Clients need the reassurance that with active management centring on capital preservation there is a better solution than some of the more reactionary plunges that can be seen across indices,’ he says.

Rank: Top Recommended

Top Recommended 2023, HNW Wealth Managers

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