London, UK – August 6, 2026 – First Rate, a global provider of performance measurement and wealth management analytics solutions, today announced the renewal of its partnership with James Hambro & Partners (JH&P), one of the UK’s leading independent wealth managers, as the firm continues to enhance its firm-wide performance analytics and reporting capabilities.

Since the beginning of their relationship with First Rate in 2020, JH&P has continued to grow significantly, increasing assets under management from £3 billion to more than £8 billion. As part of the renewed partnership, the firms will continue to build on a centralised performance analytics framework that delivers consistent performance measurement, enhanced attribution and contribution analysis, and consolidated reporting across the business.

By bringing together data from multiple sources within a single analytical framework, JH&P has strengthened its ability to evaluate investment outcomes, understand the drivers of performance, and maintain a consistent view of results across the firm.

“Performance analytics play an increasingly important role in how wealth managers monitor portfolios, assess outcomes and support decision-making,” said Craig Wietz, President of First Rate. “Our work with JH&P reflects a shared focus on consistency, transparency, and insight, helping ensure its analytics continue to support informed decision-making as the firm grows.”

“Ensuring we have robust, consistent analytics across portfolios and at the firm level is crucial as we continue to grow,” said Dino Luciano, Chief Operating Officer at JH&P. “We weren’t looking for an off-the-shelf solution. We wanted something that reflected the way we work and the way our clients consume information. The flexibility First Rate has given us has been key in helping us deliver the insights we need today, and will give us the room to freely evolve those capabilities as we continue to grow.”

About First Rate
First Rate, Inc. is a global financial solutions, services, and data partner. Founded in 1991, First Rate is headquartered in Arlington, Texas, and has offices in six countries. First Rate is a privately held firm that serves global financial services firms, including wealth management, asset management, and bank and trust companies, with innovative financial technology. Delivering tailored solutions that enhance decision-making, strengthen client relationships, and create a lasting global impact, First Rate’s culture prioritises giving back to the industry and local communities.

About James Hambro & Partners
James Hambro & Partners LLP is one of the UK’s most respected wealth management partnerships, known for combining high-quality research, personalised service and long-term relationships. Managing and advising on more than £8 billion in assets, the firm continues to set the standard for client-centric excellence across investment management and financial planning.

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