Pinsent Masons advises on James Hambro & Partners and Calkin Pattinson Merger

20 Aug 2012 | 12:02 pm | 1 min. read

International law firm Pinsent Masons has advised Calkin Pattinson on its merger with James Hambro & Partners (James Hambro). The combined group will manage in excess of £1 billion assets.

James Hambro, the independent private asset management partnership, which manages funds on behalf of private clients and charities, has merged with Calkin Pattinson, a leading financial planner for high net worth clients. The group will trade under the James Hambro brand.

Founded in 2009, James Hambro manages discretionary investment portfolios for 102 families, charities and trusts – with around £400 million assets under management and administration. Calkin Pattinson advises 2,000 private clients and charities on financial planning issues, and manages around £600 million assets. The merged group will combine financial planning and discretionary portfolio management and is ideally positioned to attract new clients.

James Hambro, Chairman, James Hambro & Partners, commented: “In an increasingly complex financial environment, the ability to offer a broader range of services to clients will be important.“

Charles Calkin, Chairman and Chief Executive, Calkin Pattinson, added: “James Hambro & Partners offers an excellent investment capability coupled with a strong performance record.”  

On completion of the deal Charles and Paul Calkin will become partners in James Hambro.

Andy Steel, who will lead the combined James Hambro Group as Chief Executive said: “We’ve attracted a considerable amount of business from major banks in the last year or so and we expect this to accelerate with a broader service offering in place. In a post-RDR world the combination of independent financial advice with a highly tailored portfolio management capability should further increase our ability to attract business”.

The Pinsent Masons deal team was lead by Corporate Partner Andrew Kerr, assisted primarily by Adrienne Murdoch and James Foster (corporate), and John Christian and Richard Fullilove (tax).

Commenting on the deal Andrew said: "We are delighted to have assisted Calkin Pattinson with this strategic merger. The combined firm is now well positioned to take advantage of the post-RDR world."

Benoit Guerin at Hines & Associates provided corporate finance advice.

Latest press releases

Show me all press releases

Pinsent Masons MPillay wins Construction Law Firm of the Year at the ALB SE Asia Law Awards 2020

Pinsent Masons MPillay was named Construction Law Firm of the Year at the Asian Legal Business (ALB) SE Asia Law Awards, which was held virtually on 15 October 2020.

Pinsent Masons advises Just Group on its £340m buy-in deal with the Ibstock Pension Scheme

Multinational law firm Pinsent Masons has advised Just Group (Just) on its £340m bulk annuity transaction for over 1,800 pensioners of the Ibstock Pension Scheme, representing over half of the total pension liability in the scheme.

Pinsent Masons advises Clough Elecnor JV as successful contractor for Australia’s A$1.5 billion Project EnergyConnect

Multinational law firm Pinsent Masons has advised the Clough Elecnor JV, SecureEnergy, on its successful bid to deliver this significant interconnector project for TransGrid.

People who viewed this press release also viewed

Show me all press releases

Pinsent Masons advised Schütz Family Office on the acquisition of Freie Internationale Sparkasse

Multinational law firm Pinsent Masons has advised Schütz Family Office on the acquisition of private bank Freie Internationale Sparkasse S.A..

Pinsent Masons advises AMC Entertainment Holdings, Inc. on €65m sale of Baltic region theatre locations

Multinational law firm Pinsent Masons has advised AMC Entertainment Holdings, Inc (AMC) on the €65m ($77 million) sale of nine theatre locations across the Baltic region to Up Invest.

Pinsent Masons advises EmpatKali founders in deal that signals Asia expansion for Afterpay

Multinational law firm Pinsent Masons has advised the founders of EmpatKali, Jamie Camidge and Hadi Tanzil, on the sale of the company to Afterpay.

For all media enquiries, including arranging an interview with one of our spokespeople, please contact the press office on

+44 (0)20 7418 8199 or