Patronus Wealth management
Making right decisions today can bring peace of mind for a clearer future for you and your family. Our Wealth Management service takes a holistic approach to Financial Planning and Investment Management to sustain and grow your wealth and achieve life goals that matter the most.
Preserving and creating wealth is a unique journey for each of our clients. At the start of that journey, you will be introduced to your personal Wealth Manager who will be your primary contact, and whose initial focus will entail getting to know you, your family situation, your financial and personal goals as well as your aspirations.
Your Wealth Manager will guide you through Patronus Partners Wealth Planning and Investment process and will acquire an in-depth understanding of your investment objectives, risk profile and financial needs.
Whether you’re supporting multiple generations, thinking about the legacy you want to leave, planning a fulfilling retirement, or you are growing your career and in the accumulation phase, by building a relationship based on trust and understanding, we can develop a flexible plan designed to help you achieve what’s important to you.
Patronus Investment Management
Our Investment Management service is designed to meet your financial objectives using a robust framework that leverages our long collective investment experience at a fair and transparent price.
We understand that the investing landscape and our own industry are undergoing material change.
Patronus Partners offer a personalised Investment Management service. We take into consideration your individual circumstances and objectives and if appropriate, those of your wider family too.
We will explore your business and career aspirations, potential future lifestyle changes and any legacies that you may wish to leave behind. Equipped with a full understanding of your circumstances, goals and time horizons, we will provide an investment solution designed to deliver while balancing your risk preferences.
An important distinction when working with Patronus Partners is our ongoing commitment to maintaining our unbiased outlook with no conflicts as a result of “in-house” products. Instead, we invest only in teams and strategies that we believe to be best in class and deliver the best value.
Transparency is important to us. You will always have direct access to a Relationship Manager, who will explain our current portfolio positioning.
Patronus Family Office
A key challenge facing many ultra-high-net-worth families, is how best to maintain, grow and pass on family wealth for future generations.
A family office provides an optimal succession planning and asset management/protection platform. The family office can shepherd family members towards achieving their dual goals of enhancing wealth from an investment perspective whilst also ensuring that wealth is not dissipated over future generations.
There are large differences between families in terms of their size, age range, scale of wealth, geographical spread, extent and nature of business interests and their attitude towards risk, philanthropy, and privacy. The family office concept provides families with the opportunity to create a bespoke platform to govern the investment and administration of family wealth for current and successive generations.
It allows a means of expressing and putting into action families’ core values and goals, which are embedded through education of family members and enhanced through communication. Control, governance, and communication mechanisms within the family office are critical, both to assist with decision-making and in terms of how the family can work best with external advisers.
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