Kleinwort Hambros

Who we are

Kleinwort Hambros brings together two of the most recognised names in private banking, built on a common heritage, shared values and respective strengths and backed by the significant international resources of the Societe Generale group.

We aim to build advice-driven relationships with private clients. Our client base includes established family wealth, entrepreneurs, professionals, institutions, complex structured wealth, and clients at every stage of the cycle of wealth creation, whether onshore, offshore or international. Our service is designed to client needs and includes access to lending and banking services, cash management, discretionary and advisory investment management, structuring and fiduciary services, institutional advisory services and family office services.

What we do

At Kleinwort Hambros, our core objective is to preserve and prudently grow our clients’ wealth. Our investment philosophy for achieving this rests on three key tenets: Getting the big decisions right; Taking risk only when it is likely to be well rewarded; avoiding large losses. Given our investment philosophy, it is our investment strategy to focus on empirical evidence while avoiding shorter term emotions that can detract from investment decision making. We seek to understand how financial markets typically behave, heed lessons from financial history and focus on observing only the most relevant current data as indicators of future investment performance. By regularly assessing the most important information in a structured manner, we achieve a repeatable investment process. For an investor to be consistent and remain objective, it requires that they take a structured approach to investment decision making. This is the core rationale behind our VaMoS investment framework. “VaMoS” is an acronym derived from Valuation, Momentum and Sentiment. As investors, we believe that current asset valuation, momentum and sentiment are three primary determinants of future investment performance, and we seek to rigorously incorporate these factors throughout our investment process. We also consider economic climate as an important fourth determinant of future investment performance.

Contacts

Andrew Wheeler
London
Group Head of Business Development
andrew.wheeler@kleinworthambros.com
+44 (0) 20 3207 7318

Matt Falla
Jersey
Group Head of Financial Intermediaries
matt.falla@kleinworthambros.com
+44 (0) 1534 815484