WEALTH manager James Hambro & Partners has recruited 7IM’s head of financial planning, George Martineau.
Martineau, who will become a partner at JH&P, joins his former colleague, Alex Montgomery, in the firm’s new Edinburgh office in Fountainbridge from 1st October.
Martineau was a wealth management director at respected Edinburgh-based discretionary 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.
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.
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. 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. This shows how serious we are about growing the business in Scotland and is a measure of the momentum we are already building there.
“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.”