December 5, 2023


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James Hambro & Partners appoints financial planning director

Wealth manager James Hambro & Partners has appointed Aaron McLoughlin as financial planning director.

McLoughlin joins from Rathbones where he was a senior financial planner.

Prior to that he was head of financial planning at Kleinwort Benson and a member of the private client and advice team at Lloyds Banking Group.

As a chartered financial planner, McLoughlin specialises in complex estate planning and is a qualified trust and estate practitioner.

He said: “James Hambro & Partners is growing incredibly strongly. It has a great culture and partnership structure that aligns with the interests of clients. 

“The financial planners work closely with the investment management team to give a powerful integrated service that can really benefit high net worth clients in the UK and internationally. The chance to be part of that and to bring my experience to the team was just too exciting to resist.”

James Hambro & Partners’ co-head of financial planning Martina Iannotti added: “Having someone of Aaron’s calibre join us builds on our capacity to deliver sophisticated solutions both in-house and in partnership with external specialists. 

“We’re delighted to welcome him to what is a fast-growing team.”

The firm has also appointed Nick Ryder as business development director.

Ryder joins from Weatherbys Bank, where he worked for 20 years, first as a non-exec director and then as head of investments. 

Prior to that he worked at Cater Allen Private Bank, formerly Cater Ryder PLC. 

Ryder said:  “I’ve known Jamie Hambro for many years and admired the JH&P business since it was launched. 

“We placed the business on our investment panel early on at Weatherbys and they delivered an outstanding service and performance to our clients. What I particularly like is the passion for stocks here. The investment team know the companies they own inside out.”

James Hambro & Partners’ chief executive officer Andy Steel said: “Last year we grew AUM from £3.4bn to £4.58bn and increased the team from 101 to 114. 

“We also opened offices in Leeds and Edinburgh. Nick and Aaron are quality hires that demonstrate our commitment to continuing that growth and underline the calibre of people we’re looking for.”

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