Linking financial planning and portfolio management

LinkingJames Hambro & Partners is merging with Calkin Pattinson & Company to combine financial planning and discretionary portfolio management. The group will trade under the James Hambro & Partners brand and will have in excess of £1 billion (€813 million) of assets under management, advice and administration. James Hambro & Partners manages discretionary investment portfolios while Calkin Pattinson advises private clients and charities on financial planning issues. Andy Steel will lead the combined James Hambro Group as chief executive. ©2012 funds europe

Executive Interviews

INTERVIEW: Put your money where your mouth is

Jun 10, 2016

At Kempen Capital Management, they believe portfolio managers should invest in their own funds. David Stevenson talks to Lars Dijkstra, CIO of the €42 billion manager.

EXECUTIVE INTERVIEW: ‘Volatility is the name of the game’

May 13, 2016

Axa Investment Managers chief executive officer, Andrea Rossi, talks to David Stevenson about bringing all his firm’s subsidiaries under one name and the opportunities that a difficult market...


ROUNDTABLE: Beyond the hype

Oct 13, 2016

The use of smart beta investing continues to grow. Our panel, made up of both providers and users, discusses what the strategy actually means, how it should be used and the kind of pitfalls that may arise when using this innovative investment technique.

MIFID II ROUNDTABLE: Following the direction of travel

Sep 07, 2016

Fund management firms Aberdeen and HSBC Global meet with specialist providers to speak about how the industry is evolving towards MiFID II.