An individual service for both private and professional clients.

An Individual Service for clients wishing to remain in control of the construction of their investment portfolio but requiring assistance from an experienced broker.

As a client of Patronus you have your own broker, and by working together, you will establish a tailored investment approach that works for you and matches your objectives.

The relationship between you and your broker is at the heart of what we do. We firmly believe that as this relationship grows and develops, so will our understanding of you and your requirements. The better we know you, the better we can help build you a portfolio that meets your needs.

Depending on your individual circumstances, your broker may offer you:

  • Specific stock recommendations

  • Further analysis of the areas that you are interested in

  • An insight into current trends and thinking

  • Advice regarding timing of trades

  • Monitoring of open positions

  • Market discussion highlighting key drivers

  • Trade entry and exit strategies

As well as researching and exploring your own ideas, your broker will bring new ideas to you. They may discuss everything ranging from macro trends, to the minutiae of what makes a business attractive. With over 20 years’ experience in the advisory space, we have often found the best market intelligence actually comes from the contact we have with our clients. Marrying up your own positive or negative views about a business (probably from personal or professional experience) with what the ‘market’ feels, can create the anomalies which good investing can exploit.  Nobody has the monopoly on good ideas; it is just often the case that not everyone thinks of every thought in the context of the investment case. This is where the combination of the broker/client partnership works best.