A member of James Hambro & Partners’ asset allocation, fund selection and stock selection committees, Rosie Bullard is a regular in Wealth Manager’s Top 100. Before joining JHP in 2013 she spent six years with UBS Wealth Management as a client advisor and private client fund manager.

She graduated in 2004 with a degree in economics from Durham University, beginning her investment career as an investment assistant with HSBC.  

Beyond her portfolio management and fund research responsibilities, Bullard also has a particular specialism in guiding clients through significant capital events, such as divorce or major sales.

She is also experienced with complex international processes, such as US reporting requirements, working closely with the financial planning team in these cases.