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Who's Moving Where In Wealth Management? - James Hambro & Partners
Editorial Staff
13 July 2021
James Hambro & Partners Seifert, who joins after a decade at Brooks Macdonald, previously worked in investment roles for Cheviot Asset Management and UBS Wealth Management. He is a chartered accountant who specialises in responsible investments and holds the CFA ESG certificate. The advisor services business provides discretionary bespoke portfolios built around a blend of direct equities and funds: “I like the direct equity focus, which makes it easier to put responsible investing at the heart of the investment process,” Seifert said.
Wealth manager has added portfolio manager Robert Seifert to its advisor services team, bringing the number of portfolio managers to four.