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Insider UK
Business
Peter A Walker

JH&P poaches 7IM head of financial planning for Scotland office

Wealth manager James Hambro & Partners (JH&P) has recruited 7IM’s head of financial planning George Martineau.

He will become a partner at JH&P, joining former colleague Alex Montgomery at the firm’s new Edinburgh office in Fountainbridge from 1 October.

Martineau was a wealth management director at Edinburgh-based discretionary asset manager Tcam prior to its acquisition by 7IM in 2018 and has since been responsible for the firm's private client financial planning arm.

Montgomery was joint chief executive at Tcam, which managed more than £1bn of assets for clients. He became head of wealth management at 7IM, but left in July 2019.

Montgomery, who joined JH&P as a partner in February 2021 to launch the new Edinburgh office, said: “George’s hire is a statement of intent and an indication of the momentum we’re already building here.

“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 chief executive 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.

“Alex and George are both outstanding at what they do and incredibly well connected - we admired what they achieved with Tcam and are confident they will be just as successful in delivering the full range of JH&P’s services to private clients, professional advisers and charities from Edinburgh.”

As of 31 July, JH&P had £4.9bn of assets under management. Its head office is in Pall Mall London, but the firm now has regional offices in Leeds and Edinburgh.

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