Investment Management Berkshire
Patronus Partners is a leading boutique investment management firm with offices in Berkshire and London. Spear's Magazine 'Top 10 Wealth Managers in the UK’ (James Barton).
A Leading investment manager in Berkshire
Patronus was founded in 2015 on the realisation that large investment management companies are often sub-optimal for clients.
Patronus is an increasingly rare example of a genuinely independent, unconflicted, staff owned investment manager 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 local investment management firm.
We prefer to stay small, independent and optimal for a limited number of clients.
What we do
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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.
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A changing investment environment requires adaptation, innovation, and focus. As an investment management firm in Berkshire, 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 investment manager, we are entirely free to invest in an unconflicted way, with no “in-house” products. You can read some of our latest research here.
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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 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 pension advice firms are often sub-optimal for their clients.
As an independent pension advisor 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 about their pensions in an unbiased way.
We only ever offer what we believe to be the 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 an investment 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 pension advice 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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![Smiling man wearing glasses and a white shirt sitting in a room with a blurred background.]()
Paul Kavanagh
Director
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![A man in an office setting working at a computer with multiple monitors displaying financial data and graphs.]()
Jeremy Steinson
Director
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![Smiling woman sitting in an office with a blurred background.]()
S-J Kavanagh
Operations
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![Man wearing glasses sitting at a table with abstract art in the background.]()
James Barton
Investment Director
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![Person smiling in a meeting with a laptop and glass of water visible in the foreground.]()
John Prior
Director, CIO
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![Two men in an office setting, one is gesturing with his hands while discussing, wearing glasses and a white shirt.]()
Kareem Khouri
Director, COO
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![Bald man smiling in a white shirt against a plain background]()
Dan Dowding
Head of Wealth Management
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![Black and white selfie portrait of a woman outdoors with a blurred background of trees and sky.]()
Penny Rooney
Head of Compliance
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![Portrait of a smiling man in a suit and white shirt, black and white photo.]()
Richard Griffiths
Trading Manager
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Harriet Harrison
Operations
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![Black and white portrait of a man in a suit with a neutral expression.]()
Jonathan Jackson
Head of Research
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James Blackmore
Trader
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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
Berkshire
1650 Arlington Business Park, Reading, Berkshire. RG7 4SA
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Building and protecting wealth requires more than simply following market trends – it demands a structured approach, tailored advice, and professional oversight. By working with an experienced Investment Manager in Berkshire, you can create a strategy designed to support your long-term goals with confidence.
Why Investment Management Matters
Investment management is the process of handling your assets – from shares and bonds to funds and alternative investments – in a way that aligns with your financial objectives. For individuals, families, and businesses across Berkshire, it provides a clear framework for growing wealth, managing risk, and staying on track for the future.
Investment Management in Berkshire: Local Perspective
Berkshire is a county of contrasts – blending historic towns, global business hubs, and beautiful countryside. This mix makes it a strong environment for investors seeking both stability and opportunity.
Reading – the county’s commercial engine, home to tech firms, finance, and global headquarters.
Newbury – a thriving market town, balancing heritage with modern growth.
Windsor – a centre of tourism and culture, with a strong service economy.
Ascot & Maidenhead – prosperous areas with high-value property and lifestyle appeal.
Working with a local investment manager ensures your strategy reflects both regional opportunities and global market dynamics.
Our Approach to Investment Management
Strategic Planning
Every client’s goals are unique. We begin with an in-depth conversation about your ambitions, timelines, and appetite for risk, before creating a tailored investment plan.
Portfolio Design
Your portfolio is constructed to balance growth with protection, using diversified assets to spread risk while keeping your objectives front and centre.
Active Risk Management
Markets change quickly. We continually monitor conditions and make adjustments to protect your investments from unnecessary exposure.
Market Insights
Our team stays informed about local, national, and global developments, ensuring your strategy adapts to evolving economic trends.
Ongoing Reviews
Regular reporting and transparent communication keep you informed, giving you confidence in how your portfolio is performing.
Benefits of Professional Investment Management in Berkshire
Expert knowledge – access to experienced advisers with deep market understanding.
Tailored strategies – plans aligned with your individual goals and circumstances.
Diversification – spreading investments across sectors and regions to reduce risk.
Time savings – freeing you from the day-to-day complexity of managing your own investments.
Clarity & transparency – with clear communication and reporting at every stage.
Choosing the Right Investment Manager
When selecting an investment manager in Berkshire, consider:
Qualifications & regulation – ensure they are correctly accredited and FCA regulated.
Reputation & client feedback – look for positive reviews and proven track records.
Communication style – an adviser should explain strategies clearly and keep you updated.
Fee structure – transparency is essential; know what you’re paying and why.
Living and Investing in Berkshire
Berkshire’s appeal lies in its unique combination of history, business strength, and quality of life. With world-class landmarks like Windsor Castle and Ascot Racecourse, excellent transport links to London, and a diverse economy, it remains one of the UK’s most desirable places to live and invest.
This backdrop makes Berkshire not just a county of cultural and scenic value, but also one of financial opportunity.
Useful Resources
To stay informed and explore Berkshire’s economy further:
For wider investment knowledge:
Take Control of Your Investments
Successful investing requires expertise, discipline, and a constant focus on detail. With the support of a trusted Investment Manager in Newbury, you can make confident decisions and work towards achieving your long-term financial goals.
Start your journey today – speak to a local adviser and take the next step in building your financial future.
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