James Hambro merges with Calkin Pattinson ahead of RDR

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Private client manager James Hambro & Partners is to merge with rival Calkin Pattinson to create a combined group with £1bn in assets under management, advice and administration.

The James Hambro Group will provide discretionary portfolio management and financial planning services under one roof, and will target new clients dissatisfied with the service offered by large banks. The merger combines the £480m in assets managed by James Hambro & Partners for 102 families, charities and trusts with the £600m in AUM managed by Calkin Pattinson. The latter firm, founded in 1964, also advises 2,000 private clients and charities on financial planning groups. Chairman and CEO Charles Calkin and managing director Paul Calkin, will become partners in James Hambro & Partne...

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