Farrer & Co advises James Hambro & Partners on minority investment by Bixby Wealth Solutions

News

11.11.2025

Leading independent law firm Farrer & Co has advised UK wealth management firm James Hambro & Partners (JH&P) on a minority equity investment by Bixby Wealth Solutions, part of the Texas-based Moontower Group. The transaction involves Bixby acquiring equity from JH&P’s external shareholders and select founding-generation partners, alongside a direct capital injection into the business.

This investment is designed to broaden equity participation among current and future partners, supporting JH&P’s long-term independence and reinforcing its commitment to attracting and retaining top-tier talent.

The deal, which has now received regulatory approval, marks a significant milestone in JH&P’s strategic growth journey.

The Farrer & Co team was led by corporate partner Jonathan Haley, supported by Senior Counsel Emily Jamieson and Associate Thomas Warburton, with specialist regulatory advice provided by Associate Edward Twigger. Spencer House Partners provided Corporate Finance advice.

Jonathan Haley, Partner at Farrer & Co, commented:

"We are delighted to have supported James Hambro & Partners on this important transaction, which reflects both their forward-looking ambition and their commitment to preserving the qualities that underpin their success. The deal’s complexity drew directly on our specialist expertise across financial services, LLP structures and corporate transactions."

This transaction highlights Farrer & Co’s significant experience advising on complex, multi-stakeholder investments in the wealth management sector and more broadly across the Financial Services sector.