Linking financial planning and portfolio management

20 August 2012

James 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.

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