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.
Key Contacts
Latest press releases
Show me all press releasesPinsent Masons advises Sammons Enterprises on the disposal of Briggs Equipment
Multinational law firm Pinsent Masons has advised Sammons Enterprises on the disposal of materials handling equipment provider Briggs Equipment UK to pension capital firm IFM Investors. After receiving the required regulatory clearances, the deal formally completed on 2 June.
Pinsent Masons appoints structured finance partner Thomas Shen in London
Multinational law firm Pinsent Masons has appointed Thomas Shen as a Partner in its Structured Finance team, based in London.
Employment Plus: Pinsent Masons launches enhanced employment law training and consultancy offering
Multinational law firm Pinsent Masons has today announced that the firm is integrating its Employment Law Plus and Brook Graham offerings to create a comprehensive ‘one-stop shop’ for clients’ employment law training and consultancy needs.
People who viewed this press release also viewed
Show me all press releasesPinsent Masons advises Sammons Enterprises on the disposal of Briggs Equipment
Multinational law firm Pinsent Masons has advised Sammons Enterprises on the disposal of materials handling equipment provider Briggs Equipment UK to pension capital firm IFM Investors. After receiving the required regulatory clearances, the deal formally completed on 2 June.
Pinsent Masons advises on sale of VLocker to Venu+
Multinational law firm Pinsent Masons has advised on the sale of VLocker, a global leader in the design, manufacture, installation and management of electronic locker systems, to Venu+, a United States‑based portfolio company of private equity fund ZCG.
Pinsent Masons advises INDY Cinema on its acquisition by VERSANT
Multinational law firm Pinsent Masons has advised international cinema technology business INDY Cinema (INDY) on its acquisition by New York-based VERSANT, an industry-changing media and entertainment company.
For all media enquiries, including arranging an interview with one of our spokespeople, please contact the press office on
Location contacts
Europe: [email protected]
Asia: [email protected]
Middle East: [email protected]
Australia: [email protected]