Wealth manager hires 7IM Financial Planning head
Wealth manager and Financial Planner James Hambro & Partners has recruited George Martineau, 7IM’s head of Financial Planning, to help launch its new Edinburgh office.
Mr Martineau will become a partner at JH&P and joins former colleague Alex Montgomery in the firm’s new Edinburgh office in Fountainbridge from 1 October.
Mr Martineau was a wealth management director at Edinburgh-based asset manager Tcam prior to its acquisition by 7IM in 2018 and has been responsible for 7IM’s private client Financial Planning arm for the past three years.
Mr Montgomery was joint chief executive at Tcam, which managed over £1 billion of assets for clients. He became head of wealth management at 7IM but left in July 2019. He joined JH&P as a partner in February 2021 to launch the new Edinburgh office.
He said: “George’s hire is a statement of intent and an indication of the momentum we’re already building here. He and I worked together for a long time. He’s extremely good with clients. He builds and develops the strong relationships needed to support clients as their circumstances evolve. And he’s a pragmatist – focused on devising and implementing practical solutions to enable each client to achieve their financial goals.
“George is a big and trusted presence in the Edinburgh wealth management world. He is held in high regard by many of the largest intermediaries as a favoured partner for clients with complex Financial Planning needs.”
JH&P CEO Andy Steel said: “The new Edinburgh office moves us closer to our existing Scottish clients – the appointment at partner level of Alex and George gives us the potential to attract many more and we will be announcing further additions to our Scottish team in the coming weeks."
James Hambro & Partners is an independently-owned wealth management firm established in 2010 by Jamie Hambro and a group of investment specialists. The company today provides Financial Planning and investment services to private clients and their families and also offers investment solutions to IFA firms as well as managing investments for charities and not-for-profit organisations.
As of 31 July, it had nearly £5bn of assets under management. Its head office is in Pall Mall London and it also has offices in Leeds and Edinburgh.