Rosie Bullard is a wealth manager for the post-Lehman age, who wishes to reinstate personal service in a world where clients haven’t always understood what they are investing in. Transparency and liquidity are particular emphases, and James Hambro has been validated by its results.
Spear’s asks Bullard for her wealth management philosophy. ‘I ask clients what their needs are. I want to understand the individual and make sure it fits with how we structure a portfolio.’
She is reasonably optimistic on Brexit: ‘For the time being it hasn’t been that radical in terms of clients’ portfolios, and the weaker sterling was of huge benefit to us in terms of returns last year.’
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