James Hambro & Partners has appointed three staff members to partner – portfolio manager Rosie Bullard, head of business development Christopher Macklin and chief operating officer Martina Iannotti.
Specialising in private client work, trusts and charities, Bullard is a Chartered Financial Analyst and a member of the Chartered Institute for Securities and Investment. She featured in Spear’s 2016 list of outstanding wealth managers and most recently has been instrumental in the development of JH&P’s international portfolio capabilities. She joined JH&P in 2013, having previously worked for HSBC Investments and UBS Wealth Management.
As Head of Business Development, Macklin has been instrumental in developing key links between JH&P and professional advisers and consultants. As a partner he will continue to build these key strategic relationships for the firm. He has a background in legal services, having qualified as a solicitor with international law firm Ashurst. He later joined Schroders Private Bank, where he was in charge of intermediary strategy. He moved to JH&P in 2013.
Iannotti is responsible for business processes, systems and technology at JH&P, ensuring the firm has a first-class infrastructure to support the investment team and clients. She has delivered a wide range of successful projects for the business. She has a legal background, having switched from the law to financial services in 2010 when she joined UBS. She came to JH&P two years later to be part of the investment team and was made chief operating officer in January 2015.
Chief Executive Andy Steel says: “Rosie, Chris and Martina are highly valued members of the team. They have all made outstanding contributions to the firm in recent years and thoroughly deserve to join the partnership.
“Having three new partners strengthens the firm for the future and recognises the increasing contribution made by younger members of the team, which augurs well for the future and demonstrates our commitment to the long-term growth and success of the business.”
