BABC Texas member James Hambro & Co has shared two resources this month for members with an interest in US wealth planning and international investment strategy.

The firm has held an SEC license for a decade, advising US families concentrated mainly in California and Texas. They report a recent uptick in US clients either moving assets out of the US through Asset Protection Trusts, or seeking greater diversification through their global ex-US equity strategy — a stock-picking approach focused exclusively on non-US opportunities. They also offer a more balanced solution with an allocation to German, Swiss, and UK government bonds.

Full details: Services for US-Connected Clients – April 2026

James Hambro & Co also publishes monthly Asset Allocation meeting minutes. Members who’d like to be added to the distribution list can contact Chris Macklin at James Hambro & Co directly or get in touch and we will introduce you. This month’s minutes: JH&P Asset Allocation July 2026 Minutes