James Hambro & Partners has assumed the administration of J O Hambro Capital Managementâs existing private client assets, which currently total over Â£200 million ($359 million) of JOHCMâs aggregated Â£3.9 billion of assets. In time, the firm plans to grow the private client business to account for a significant proportion of the groupâs total assets.
Andy Steel, CEO of James Hambro & Partners, explained the importance to the business of choosing the right system and the reasons for selecting Pulse.
âPrivate clients and the provision of wealth management services is an increasingly important part of the overall investment universe and accordingly demands the service to match this status and the systems to enable it.
We therefore carried out a detailed evaluation of potential software suppliers. We selected Pulse as it was able to meet all of our
criteria, and we look forward to working with the Pulse team.â
Paul Mepham, Sales Director at Pulse, commented: âThis is a major endorsement of our business and technical strategy, and we are delighted that JOHCM has selected Pulse as the portfolio management and investment accounting platform to support its new private client businessâ