Wealth Management Berkshire

Patronus Partners is a leading boutique wealth management firm with offices in Berkshire and London. Spear's Magazine 'Top 10 Wealth Managers in the UK’ (James Barton).

A Leading wealth management company in Berkshire

Patronus was founded in 2015 on the realisation that large wealth management companies are often sub-optimal for clients.

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

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. 

 

What we do

  • We structure our client’s investment portfolios as tax efficiently 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 changing investment environment requires adaptation, innovation, and focus. As a boutique wealth management firm, we are able to offer a flexible investment style, in order to capitalise on the ever changing macroeconomic environment.

    We can actively position portfolios, whatever the evolving investment landscape, and, as we are an independent boutique 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 various, hedge funds and family offices. Our private clients are able to benefit from institutional quality trading, settlement and custody.

“We are all escapees from large wealth management 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.

The Unspoken Truth…

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

As an independent 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 CEO

Why invest with a wealth management firm in Berkshire?

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 in Berkshire and London.

Fees

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

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“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

London

68 King William Street, London. EC4N 7HR

 

Berkshire

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

 

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