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Adviser dossier · Wealth managers & private bankers

Rosie Bullard

Partner & Portfolio Manager, James Hambro & Partners
Independent United Kingdom
1
Distinction listed
21
years in current expertise
Profile

Rosie Bullard is a Partner and Portfolio Manager at James Hambro & Partners in London, having joined the firm in 2013 from previous roles at HSBC Investments and UBS Wealth Management. Her responsibilities span direct client relationship management, portfolio management and investment research, and she sits on the firm's asset allocation committee and its stock and fund selection committees.

She is a CFA Charterholder and a member of the Chartered Institute for Securities & Investments. She has been featured in Spear's 2026 Wealth Managers, named in Citywire's Top 100 Wealth Managers (2022), and has spoken at industry events including Jersey Finance.

Specialisms
Alternative investments
Recognition
Spear's 500 HNW Wealth Managers Index 2026; Spear's Awards 2025 finalist (HNW Wealth Manager of the Year) — Top Flight View source ↗