Families and
Individuals
When making important financial decisions for your family, you need to have full confidence in your wealth manager. At JH&P, our unrivalled personal service and investment expertise makes us the perfect choice for you and your family for generations to come.
Our Offering
The most personal service on the market
At JH&P, we know that despite all the joys that families bring, it can be complex making decisions concerning financial planning and investments. It is for this reason that we have put such emphasis on the personal side of our service. We spend time making sure to match you and your family with appropriate portfolio managers. People who are like-minded and who will understand your different lifestyles and needs. Typically portfolio managers form strong bonds with clients over years, taking time to understand and manage everything in accordance with your long-term goals and any changes that arise along the way.
We also know that values and relationships can change over generations, and that ethical stipulations on investments, or nuanced family intricacies, are dealt with genuine care and sensitivity.
To us, ensuring a healthy, long-term working relationship is just as important as ensuring great returns.
Experts in our field
Don’t let our personal touch imply that we don’t mean business when it comes to our financial planning and investment management services. We have won numerous awards year-on-year since our inception for our returns alone.
We keep our investments simple; we don’t leverage large opaque portfolios or invest in illiquid assets or derivative products. Quite simply, the only things we invest in are non-complex financial instruments – things that we can understand and build long-term strategies around. We also balance your long-term ambitions and short-term needs by ensuring a diversity within your portfolio – using lower-risk assets to support any short-term spending, while higher risk assets are used to maintain and grow wealth over the longer term.
What
Families and Individuals
can expect from us
Families and Individuals
can expect from us
At JH&P, you’ll get:
- A match carefully made – we will find the right person in our team who is best suited to help you, today and for years to come.
- A truly personal service – you will be in direct contact with your very own portfolio manager – no intermediaries, just the person you need to speak to.
- A rich history of strong investment performance, with peer-benchmarked results.
- JH&P is owned by our partners and staff – this means we all pull together to go above and beyond to pursue the best results for you.
- The benefit of expertise – a deep understanding of the long-term competitive advantage of the companies we invest in helps us to generate sustainable returns. We only invest in liquid assets we believe in, plain and simple.
