A quiet wood-shelved reading room at the firm's office, lined with books beside a tall green plant in soft natural light

Our Story

Four decisions that shaped the firm.

1998

Founded by two families, for two families

Ashcombe & Vale began as a private arrangement between two founders who wanted an advisor with no product to sell.

2006

First outside mandate

A referral from an existing family became the firm's first client outside its founding circle. That same model is still used today.

2014

Governance practice formalized

What began as informal family mediation became a structured governance discipline, led by our second generation of partners.

2023

A deliberate ceiling on growth

The partnership formally capped the firm at fourteen families, to preserve the depth of attention each mandate receives.

The Partners

Four people, one continuous conversation.

Eleanor Hartley, Managing Partner for Investment, in professional business attire against a dark studio background

Eleanor Hartley

Managing Partner, Investment
James Marlowe, Partner for Estate and Succession, in a suit against a neutral background

James Marlowe

Partner, Estate & Succession
Sarah Vance, Partner for Family Governance, wearing glasses in an office setting

Sarah Vance

Partner, Family Governance
David Okafor, Partner for Client Advisory, bearded and wearing glasses in a suit

David Okafor

Partner, Client Advisory

What We Hold To

Values, kept short on purpose.

No house view

We do not sell a single strategy across clients. Every mandate is built from the family's own balance sheet and temperament.

Continuity over growth

We would rather serve fourteen families for forty years than forty families for fourteen.

Plain language

Every recommendation is explained in terms the family can repeat to each other without us in the room.

Curious whether we're the right fit?

Book a Conversation