Rosie BullardPartner, Portfolio Manager at James Hambro & PartnersSpeaker
Rosie is a Partner and Portfolio Manager. Having previously worked at HSBC Investments and UBS, she joined James Hambro & Partners in 2013. Her role involves looking after direct client relationships and managing investment portfolios for private individuals, trusts and charities, including those with international tax considerations. She also has responsibilities in investment research including as part of the asset allocation committee and equity research team.
As well as being a CFA Charterholder and a member of the Chartered Institute for Securities & Investments, Rosie was recommended in Spears 2022 Wealth Managers and has been a panellist at various industry events.