TRANSACTION SUMMARY

On 15 August 2012, James Hambro & Partners and Calkin Pattinson announced the merger of the two businesses. The combination provides an enhanced offering, from bespoke discretionary portfolio management to financial planning services, and a group with over £1bn of assets under management, advice and administration. The terms of the transaction were not disclosed.

JAMES HAMBRO & PARTNERS

James Hambro & Partners LLP is a London-based, independent private asset management partnership born of two hundred years of Hambro heritage. Founded in 2009, James Hambro & Partners manages discretionary investment portfolios for 102 families, charities and trusts with around £480m of assets under management and administration.

CALKIN PATTISON

Established in 1964, Calkin Pattinson & Company Limited is a leading, London-based financial planner for high net worth clients. Calkin Pattinson advises 2,000 private clients and charities on financial planning issues, and in addition has around £600m assets under management.

ROLE

SHP acted as financial adviser to James Hambro & Partners.