Boutique Wealth Management

Patronus Partners is a leading boutique wealth management firm with offices in London and Berkshire. Our team are highly commended and award winning, with our very own James Barton being named as one of Spear's Magazine’s 'Top 10 Wealth Managers in the UK’.

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A Leading Boutique Wealth Management Firm

Patronus was founded in 2015 on the realisation that large wealth management companies are often sub-optimal for clients, becoming too large to add value. Establishing our own firm allowed us to offer private wealth management and give unbiased, honest advice, free from the constraints of large corporations that care more about shareholders than clients.

Patronus is an increasingly rare example of a genuinely independent, unconflicted, staff owned boutique wealth management firm.

Our clients benefit from our team’s experience working for large banks, hedge funds and investment firms but prefer a more intimate, friendly and client focused boutique wealth management firm.

We prefer to stay small, independent and optimal for a limited number of clients. 

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What we do

  • We structure our client’s investment portfolios to be as tax efficient as possible.

    We monitor changes in government legislation to make sure that our clients remain as tax efficient as possible and give ongoing advice on this.

    We do not charge initial fees for financial advice.

  • A constantly changing investment environment requires adaptation, innovation, and focus. As a boutique wealth management firm, we are able to offer a flexible investment style. Our dedicated team provide private wealth management to capitalise on the ever changing macroeconomic environment, ensuring the best possible return on investment for you.

    We can actively position portfolios, whatever the evolving investment landscape, and, as we are an independent, privately owned wealth management firm, we are entirely free to invest in an unconflicted way, with no “in-house” products. You can read some of our latest research here.

  • Some of our clients also use our execution only trading and custody service, enabling them to have all of their investments under one roof.

    Our traders work on behalf of experienced investors, hedge funds and family offices. Our clients are able to benefit from institutional quality trading, settlement and custody. Take advantage of our private wealth management services to benefit your trading portfolio today.

“We are all escapees from large firms and feel that clients no longer want the bland industry stereotype but prefer a smaller firm whose interests are aligned with theirs. The industry is ever- homogenising and unfortunately seems to focus more on shareholders than on clients".

— James Barton, Spear’s magazine.

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The Unspoken Truth…

is that large wealth management firms are often sub-optimal for their clients.

As an independent boutique wealth management firm we are not constrained by being tied to our own in-house funds, looking after too many clients and nor are we under relentless shareholder pressure for revenue growth – all of which are detrimental to clients.

Our clients receive truly independent advice in an unconflicted unbiased way,  with no “in-house” products.

We invest only what we believe to be best in class in order to deliver the best outcome for our clients.

"Patronus’ from the original Latin, is a person who stood as a protector to another, who was called his ‘client’. It struck a chord with us.”

— Paul Kavanagh, Director

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Why invest with a boutique wealth manager?

Independence

We are employee owned with no shareholder pressure to deliver ever increasing revenue targets, which are often to the detriment of the client.

Freedom

We are not constrained or conflicted by the issues many wealth management firms face such as being tied to their own ’in-house’ funds and static portfolios. We are free to invest in what we believe will give the best outcome.

Performance

Whilst we cannot guarantee that past performance will be repeated, since inception, our portfolios have performed better than the industry benchmark. 

Experience

Most members of our team have over 20 years’ experience looking after the investments for private clients and working in senior positions of larger firms.

Close Relationships

We deliberately have fewer clients so that they can benefit from an intimate relationship with the firm and have direct access to our whole team.

Fees

We do not charge initial fees for our advice just a clear annual fee, only payable once you start to invest with us.

“One of the top 10 Wealth Managers in the UK. Barton is a dichotomy... An affable bonhomie, but with a sharp, disruptive, forward-thinking mind. His preference for questioning the rules, combined with his friendly nature, is why clients seek his insightful advice and why he is regarded as one of the top practitioners in the industry".

— James Barton Investment Director Review in Spear’s

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London

68 King William Street, London. EC4N 7HR

 

Berkshire

1650 Arlington Business Park, Waterside Drive, Reading, Berkshire RG7 4SA

 

  • Boutique Wealth Management firms are smaller boutique investment management firms that can invest in boutique investment funds and other boutique Investment managers. The benefits and possible advantages of boutique investment firms described in this article.

    Boutique wealth management is a type of wealth management that offers a personalized approach to financial planning. Unlike traditional wealth management firms, which often have a large number of clients and standardized services, boutique firms provide a more personalized experience. Boutique wealth managers typically have a smaller client base and offer customized services to meet the unique needs of each client.

    In this article, we will explore the benefits of boutique wealth management and how it can help clients achieve their financial goals.

    Personalised Service

    One of the key advantages of boutique wealth management is personalized service. Boutique firms typically have a smaller client base, which means that wealth managers can provide more personalized attention to each client. Wealth managers at boutique firms take the time to understand each client's financial goals, risk tolerance, and investment preferences. They work closely with clients to develop customized investment strategies and financial plans that meet their unique needs.

    Tailored Investment Strategies

    Boutique wealth management firms offer tailored investment strategies designed to meet the unique needs of each client. Wealth managers at boutique firms have the flexibility to invest in a wide range of asset classes, including stocks, bonds, real estate, and alternative investments. They use a range of investment strategies, including active and passive management, to help clients achieve their financial goals.

    Wealth managers at boutique firms also have the flexibility to adjust their investment strategies based on market conditions and the client's changing needs. They can quickly shift investment allocations to take advantage of market opportunities or to manage risk.

    Client-Focused Culture

    Boutique wealth management firms typically have a client-focused culture. Wealth managers at boutique firms prioritize their clients' needs and goals above all else. They are committed to building long-term relationships with clients and providing ongoing support throughout their financial journey.

    Wealth managers at boutique firms often work closely with clients' other professional advisors, such as accountants and attorneys, to ensure that their financial plans are comprehensive and aligned with their overall objectives.

    Access to Alternative Investments

    Boutique wealth management firms often have access to alternative investments that are not available through traditional wealth management firms. Alternative investments include private equity, hedge funds, real estate, and commodities. These investments can provide diversification benefits and potentially higher returns than traditional asset classes such as stocks and bonds.

    Wealth managers at boutique firms have the expertise and experience to evaluate alternative investments and determine which ones are appropriate for each client's portfolio. They also have access to investment opportunities that are not available to the general public.

    Transparent Fees

    Boutique wealth management firms typically have transparent fee structures. They often charge a fee based on a percentage of the assets under management, which means that their fees are directly tied to their clients' investment performance. This fee structure aligns the interests of the wealth manager and the client, as both parties benefit from the client's investment success.

    Wealth managers at boutique firms also provide detailed fee schedules that outline all of the fees associated with their services. This transparency allows clients to understand exactly what they are paying for and to make informed decisions about their investments.

    Final Thoughts

    Boutique wealth management offers a personalized approach to financial planning that can help clients achieve their financial goals. Wealth managers at boutique firms provide tailored investment strategies, personalized service, access to alternative investments, and transparent fee structures. They also have a client-focused culture that prioritizes the needs and goals of their clients.

    These resources provide additional insight and information about boutique wealth management and can help readers further understand the benefits of this personalized approach to financial planning.

    1. Investment Week - Boutique Premium Pays Small

    Embark on a journey into the world of Boutique Wealth Management with Investment Week's insightful article titled "Boutique Premium Pays Small." Discover the unique advantages that boutique wealth managers offer in comparison to larger firms. Gain valuable insights into the benefits of choosing a boutique approach to wealth management and understand why going small can yield big rewards. Read more about the distinctive features that make boutique wealth management a lucrative choice for those seeking personalized financial solutions.

    2. Private Wealth - Trusting a Boutique Wealth Management Firm Pays Off

    Delve into the advantages of entrusting your wealth to a boutique wealth management firm through Private Wealth. Explore how boutique firms cater to the individual needs of their clients, fostering trust and delivering personalized financial success. Uncover the reasons why choosing a boutique wealth manager can lead to significant returns and a more tailored wealth management experience.

    3. Investopedia - Launching a Wealth Management Firm: A Boutique Perspective

    Embarking on a career in Boutique Wealth Management? Investopedia provides an insightful guide on "How to Launch a Wealth Management Firm." Gain a comprehensive understanding of the steps involved in establishing a boutique wealth management firm. Learn about the unique challenges and opportunities that come with running a boutique firm, and discover the key strategies for success in the competitive wealth management landscape.

    4. Investopedia - Exploring Wealth Management

    Unearth the intricacies of Wealth Management with Investopedia's comprehensive guide. Gain insights into the various aspects, services, and strategies encompassed by wealth management. Whether you are new to the field or seeking a deeper understanding, this resource provides a detailed exploration of wealth management, highlighting its significance in financial planning and investment.

    5. Indeed - Job Opportunities in Boutique Wealth Management

    Explore exciting career opportunities in Boutique Wealth Management with Indeed's job listings. Navigate through the latest openings and discover a range of positions in the boutique wealth management sector. Whether you are an experienced professional or a newcomer to the industry, Indeed's platform connects you with opportunities to build a fulfilling career in the dynamic field of boutique wealth management.

    6. Institutional Investor - The Allure of Boutique Asset Managers

    Institutional Investor presents a compelling analysis of the appeal surrounding boutique asset managers in "Everyone Wants to Buy a Boutique Asset Manager." Delve into the factors driving the interest in Boutique Asset Management firms and understand the potential impact on alpha generation. Explore the dynamics that make boutique asset managers attractive to investors and gain insights into the evolving landscape of asset management.

    7. The Econ Review - The Rise of Elite Boutique Investment Banks

    Explore the ascent of elite Boutique Investment Banks through The Econ Review's article. Gain a deeper understanding of the factors contributing to the rise of boutique investment banks and their unique position in the financial industry. Uncover the strategies that have propelled elite boutique investment banks to prominence, shaping the landscape of global finance.

    8. Investopedia - Career Choices: Bulge Bracket vs. Boutique Bank

    Considering a career in investment banking? Investopedia provides a comprehensive comparison between Bulge Bracket and boutique banks. Explore the distinctive characteristics of each type, understand the pros and cons, and make informed decisions about your career path in the competitive world of investment banking.

    9. Investopedia - Should You Work for a Boutique Investment Bank?

    Contemplating a career move in the financial sector? Investopedia's article on "Should You Work for a Boutique Investment Bank" offers valuable insights into the considerations that come with choosing a boutique investment bank as your workplace. Understand the unique advantages and challenges associated with working in a boutique setting and make informed decisions about your professional journey.

    10. Forbes - Decoding Boutique Wealth Management

    Forbes provides an in-depth exploration of Boutique Wealth Management in "What is Boutique Wealth Management?" Gain a clear understanding of the distinctive features that set boutique wealth management firms apart. Delve into the personalized services, client-centric approach, and other unique aspects that contribute to the success and appeal of boutique wealth management in today's financial landscape.

    11. The Wall Street Journal - Navigating the World of Boutique Wealth Management

    The Wall Street Journal delves into the intricacies of Boutique Wealth Management in its article, "SB121968740081026879." Uncover the insights provided by one of the most reputable financial publications, exploring the trends, challenges, and successes within the boutique wealth management sector. Stay informed about the latest developments shaping the industry as highlighted by The Wall Street Journal.

    12. Financial Times - Boutique Wealth Management Unveiled

    The Financial Times offers a unique perspective on Boutique Wealth Management in its article, "The Charms of Boutique Wealth Management." Explore the charms that make boutique wealth management distinct and understand how it continues to captivate investors in an ever-evolving financial landscape. Stay abreast of the latest trends and insights presented by one of the world's leading financial publications.

    13. Barron's - Thriving Success: Boutique Wealth Managers

    Barron's explores the thriving success of Boutique Wealth Managers in the article "Why Boutique Wealth Managers Are Thriving." Gain valuable insights into the factors contributing to the success of boutique wealth management firms and understand why they are increasingly becoming the preferred choice for high-net-worth individuals. Stay informed about the latest trends shaping the wealth management industry through Barron's authoritative coverage.

    14. The Economist - Boutique Wealth Management Charms Unveiled

    Discover the unique charms of Boutique Wealth Management with The Economist's article, "The Charms of Boutique Wealth Management." Unearth the reasons behind the growing appeal of boutique firms and how they are changing the landscape of wealth management. Gain a comprehensive understanding of the factors that set boutique wealth managers apart in delivering personalized and successful financial solutions.

    15. CNBC - Boutique vs. Big Banks: The Wealth Management Dilemma

    CNBC provides an insightful analysis in "Boutique Wealth Management Firms vs. Big Banks." Explore the advantages and disadvantages of choosing boutique wealth management firms over their larger counterparts. Understand the nuances that make boutique firms stand out and gain clarity on which approach might be the right fit for your financial goals.

    16. WealthManagement.com - Unveiling the Worth of Boutique Wealth Managers

    WealthManagement.com dives into the question of whether boutique wealth managers are worth the hype. Explore the unique value propositions offered by boutique wealth managers and understand their impact on high-net-worth clients. Stay informed about the latest trends and industry insights as presented by WealthManagement.com.

    17. The New York Times - Wealth Management Firms: Mergers and Trends

    The New York Times investigates the dynamics of wealth management firms in its article, "Wealth Management Firms: Mergers and Trends." Explore the evolving landscape of wealth management, with a focus on mergers and the broader trends shaping the industry. Stay updated on the latest developments in wealth management through The New York Times' reputable reporting.

    18. PwC - Insights into Boutique Wealth Management Firms

    PwC offers valuable insights into boutique wealth management firms with its article on "Boutique Wealth Management Firms." Explore PwC's analysis of the unique characteristics and challenges faced by boutique firms, providing a comprehensive overview of their role in the financial services sector.

    19. Wikipedia - Understanding Wealth Management

    Wikipedia provides a comprehensive overview of Wealth Management, offering insights into its definition, functions, and significance in financial planning. Delve into the fundamentals of wealth management and gain a solid understanding of the key concepts that underpin this crucial aspect of financial services.

    20. Financial Times - Navigating the World of Wealth Management

    The Financial Times presents a wealth management overview, providing readers with a deep dive into the intricacies of the field. Explore the various dimensions of wealth management, including investment strategies, risk management, and financial planning, as you navigate through the authoritative insights offered by one of the world's leading financial publications.

    21. Spear's Wealth Management - UK Wealth Management Landscape

    Spear's Wealth Management offers a detailed exploration of the UK's wealth management landscape. Gain insights into the key players, trends, and challenges shaping the wealth management industry in the United Kingdom. Stay informed about the latest developments through Spear's comprehensive coverage.

    22. Wealth Professional - Top 10 Wealth Management Firms Worldwide

    Wealth Professional presents a global perspective on wealth management with its article on the "World's Top 10 Wealth Management Firms by AUM." Explore the rankings and gain insights into the leading wealth management firms worldwide. Stay abreast of the latest trends and success stories within the global wealth management industry.

    23. Citywire - Top 100: The 25 Biggest Wealth Managers

    Citywire provides a comprehensive ranking of the 25 biggest wealth managers in its "Top 100" list. Explore the leading players in the wealth management sector and understand the factors that contribute to their success. Stay updated on the latest developments within the industry through Citywire's authoritative insights.

    24. Forbes - Recognising Top Wealth Managers

    Forbes showcases the top wealth managers in its article on "Top Wealth Managers." Explore the profiles of industry leaders and gain insights into the criteria that define excellence in wealth management. Stay informed about the professionals making a significant impact in the financial services sector through Forbes' reputable coverage.

    25. Spear's Wealth Management - Best Wealth Managers for High-Net-Worth Clients in the UK

    Spear's Wealth Management identifies the best wealth managers for high-net-worth clients in the UK. Explore the profiles of top-rated wealth managers and gain insights into the services they offer to cater to the unique needs of high-net-worth individuals. Stay informed about the leading wealth management professionals through Spear's expert curation.

    26. NerdWallet - Navigating Wealth Advisors for Investing

    NerdWallet provides guidance on navigating wealth advisors with its article on the "Best Wealth Advisors." Explore the criteria for selecting wealth advisors and gain insights into the top professionals in the field. Stay informed about the best options for your investment needs through NerdWallet's comprehensive analysis.

    27. Barron's - Top Financial Advisors: Private Wealth

    Barron's presents a comprehensive report on the "Top Financial Advisors in Private Wealth." Explore the rankings and profiles of leading financial advisors specializing in private wealth management. Gain insights into the expertise and strategies that define success in the private wealth advisory sector.

    28. Money Marketing - Firms Winning the Race in Wealth Management

    Money Marketing explores the firms winning the race in wealth management. Delve into the strategies and success stories of leading wealth management firms, gaining insights into the factors that contribute to their competitive edge. Stay informed about the latest trends and industry benchmarks through Money Marketing's insightful coverage.

    29. The Balance - Top Wealth Management Firms Unveiled

    The Balance presents a comprehensive list of top wealth management firms, providing insights into their offerings and distinguishing features. Explore the profiles of leading firms and gain a deeper understanding of the criteria that define excellence in the wealth management industry. Stay informed about the options available for managing your wealth effectively through The Balance's expert curation.

    30. Benzinga - Navigating the Best Wealth Management Firms

    Benzinga guides you through the best wealth management firms with its article on "Best Wealth Management Firms." Explore the rankings and gain insights into the factors that set these firms apart. Stay updated on the leading options for wealth management and investment through Benzinga's expert analysis.

    31. AdvisoryHQ - Best London Financial Advisers

    AdvisoryHQ provides insights into the "Best London Financial Advisers," offering insights into the top professionals in the financial advisory sector. Explore the profiles of leading financial advisors in London and gain a deeper understanding of the services they provide. Stay informed about the best options for financial advice in the vibrant city through AdvisoryHQ's expert curation.

    32. Investopedia - Launching a Wealth Management Firm: A Step-by-Step Guide

    Investopedia offers a step-by-step guide on "How to Launch a Wealth Management Firm," providing aspiring entrepreneurs with comprehensive insights into the process. Explore the key considerations, challenges, and strategies involved in establishing a successful wealth management firm. Gain practical tips and expert advice to navigate the complexities of launching your own venture in the wealth management industry.

    33. Investopedia - Private Wealth Management: Unveiling the Basics

    Investopedia unravels the basics of private wealth management in its article, "What Is Private Wealth Management?" Explore the core concepts, services, and benefits associated with private wealth management. Gain a clear understanding of how private wealth managers cater to the unique needs of high-net-worth individuals, providing personalized financial solutions for wealth preservation and growth.

    34. Leaders List - Top 100 Wealth Management Advisors 2022

    Leaders List presents a curated list of the "Top 100 Wealth Management Advisors for 2022," showcasing the industry's leading professionals. Explore the profiles of advisors who have demonstrated excellence in wealth management, and gain insights into the criteria that define their success. Stay informed about the top-performing wealth management advisors through Leaders List's expert curation.

    35. Private Banker International - Leading Asset Managers in the UK

    Private Banker International provides insights into the leading asset managers in the UK, offering a comprehensive overview of the industry landscape. Explore the profiles of key players and gain insights into their strategies for managing assets effectively. Stay informed about the latest developments in the asset management sector through Private Banker International's authoritative coverage.

    36. Find a Wealth Manager - Navigating Your Wealth Management Options

    Find a Wealth Manager serves as a valuable resource for individuals seeking wealth management services. Explore the platform to discover a curated selection of wealth managers, making it easier for you to find the right fit for your financial needs. Stay informed about the diverse options available for managing your wealth effectively through Find a Wealth Manager's user-friendly interface.

    37. AdvisoryHQ - Understanding Financial Advisor Fees

    AdvisoryHQ provides insights into financial advisor fees in its article, "Financial Advisor Fees: Wealth Managers, Planners, and Fee-Only Advisors." Gain a deeper understanding of the various fee structures employed by financial advisors, including wealth managers and fee-only advisors. Explore the factors that influence fee structures and make informed decisions about selecting the right financial advisor for your needs.

    38. CFA Institute - Role of a Private Wealth Manager

    The CFA Institute offers an in-depth look at the role of a private wealth manager. Explore the responsibilities, skills, and qualifications required to excel in this dynamic field. Gain insights into how private wealth managers advise high-net-worth individuals on investment, retirement planning, and tax services. Stay informed about the career path and expectations for private wealth managers through the CFA Institute's expert insights.

    39. Citywire - Navigating the Wealth Manager Landscape

    Citywire provides a comprehensive platform for navigating the wealth manager landscape. Explore profiles, rankings, and insights into wealth managers, gaining a deeper understanding of their expertise and strategies. Stay informed about the latest developments in wealth management through Citywire's authoritative coverage.

    40. Indeed - Wealth Manager Jobs in London

    Explore exciting career opportunities in wealth management with Indeed's job listings for wealth manager positions in London. Navigate through the latest job openings and discover a range of

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