James Hambro & Partners launches enhanced digital client experience in partnership with Moneyinfo
James Hambro & Partners LLP is one of the UK’s most respected wealth management partnerships, known for combining high-quality research, personalised service and long-term relationships.
“Moneyinfo demonstrated a clear understanding of our firm’s philosophy and the complexity of our client base. This new tailored platform provides the flexibility and integration capabilities we need to deliver a seamless and highly personalised experience, with a branded mobile app and portal that reflects our values and the high service standards we hold.”
- Chief Operating Officer, Dino Luciano
Managing and advising on more than £8 billion in assets, the firm continues to set the standard for client-centric excellence across investment management and financial planning.
At Moneyinfo, we’re proud to be the technology partner behind James Hambro & Partners’ enhanced digital experience. As part of their broader strategy to elevate client engagement, strengthen compliance and improve efficiency, they selected our client portal to replace their legacy systems and create a unified, intelligent environment for the front office team and clients.
Our digital experience goes far beyond a client app. It connects every part of a firm’s servicing model, bringing together data, communication and reporting into one seamless experience. For firms like James Hambro, this means greater transparency, smoother operations and a digital experience that reflects the high standards of their brand. We call this digital relationship management.
Chief Operating Officer, Dino Luciano, said:
“This is a significant and exciting move for JH&P. Our guiding principle is to always provide a high quality service to our clients, and with the introduction of our new client portal this marks a bold step forward in how we deliver that promise digitally.
We were particularly impressed with their collaborative and transparent approach, and the way the moneyinfo team worked so well alongside ours, to meet our timescales and objectives.”
The new digital experience brings together multi-currency portfolio views, secure messaging and document sharing, performance tracking, and bespoke data integrations for complex client structures. By connecting financial planning and investment data, the firm can now deliver a joined-up service that meets the expectations of modern private clients while reinforcing its reputation for trust and quality.
Luciano added that the focus is on enhancing relationships, not replacing them. “It’s not just the younger generation using these technological tools,” he explained. “We found that the ones that are engaging most are older clients who are retired and perhaps have a bit more time on their hands.”
Tessa Lee, Managing Director at Moneyinfo, said:
“Partnering with a firm of James Hambro’s calibre demonstrates the growing demand for intelligent, integrated client experiences in the wealth management sector. We’re thrilled to support them as they lead from the front, demonstrating how forward-thinking wealth managers can unlock peak performance in their digital strategy, combining cost efficiency with service excellence and compliance confidence.”
This partnership represents our continued focus on supporting ambitious investment management and discretionary fund management firms with technology that evolves with their needs. We’re constantly expanding our functionality to serve firms with complex structures, extensive client bases and high service expectations, while continuing to deliver the same powerful tools for serious financial planning businesses that the market has come to expect from us.
Our technology is built to transform efficiency, enhance client experience and deliver compliance confidence. Delivering unified communications, reporting, onboarding and workflow management, giving firms complete oversight of their client relationships.
This announcement was featured by Citywire Wealth Manager, highlighting the partnership as a significant step in James Hambro & Partners’ digital strategy. You can read the full article here.