Investment Management Newbury
Patronus Partners is a leading boutique investment management firm with offices near Newbury and in London. Spear's Magazine 'Top 10 Wealth Managers in the UK’ (James Barton).
A Leading investment manager in Newbury
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 near Newbury.
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 near Newbury, 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 near Newbury?
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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![Black and white portrait of a smiling woman with long hair]()
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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![Black and white portrait of a man in a suit]()
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
NEWBURY
1650 Arlington Business Park, Reading, Berkshire. RG7 4SA
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Managing investments effectively is essential to building long-term financial security. Partnering with a trusted Investment Manager in Newbury gives you access to professional strategies, tailored advice, and expert insights designed to help you grow and protect your wealth.
What is Investment Management?
Investment management is the process of professionally managing assets, such as shares, bonds, and funds, to achieve specific financial objectives. For clients in Newbury – from individuals preparing for retirement to businesses looking to optimise their capital – a dedicated investment manager helps navigate market complexity and make informed, strategic decisions.
How Investment Management Works
Investment management is about more than picking funds or stocks – it’s a structured process designed to help you reach your financial goals. In Newbury, our approach focuses on five key areas:
Financial Planning
Every investment journey begins with a clear plan. We’ll take time to understand your objectives, timeframes, and risk tolerance before creating a strategy that works for you.
Portfolio Construction
Using that plan, your adviser will create a diversified portfolio tailored to your personal circumstances. Careful asset allocation helps strike a balance between growth and protection.
Managing Risk
Markets rise and fall, but your plan should stay resilient. Active risk management helps protect your portfolio against volatility and unexpected events.
Market Insights
Keeping ahead requires constant attention. Your adviser will monitor both local and global market trends, identifying opportunities and making adjustments where needed.
Regular Reviews
We believe in full transparency. You’ll receive clear reporting and regular reviews so you can track performance and remain confident in your investment journey.
Benefits of Professional Investment Management in Newbury
Expert knowledge – Access to the skills of experienced professionals who follow market and regulatory developments closely.
Tailored strategies – Every client is different. Your investment plan will be built around your specific objectives.
Time efficiency – Delegating the day-to-day management of investments frees up your time to focus on what matters most.
Diversification – Professionally managed portfolios spread risk across sectors, geographies, and asset classes.
Choosing the Right Investment Manager in Newbury
Credentials & Reputation
Look for an adviser with recognised qualifications, regulatory approval, and strong client feedback. These demonstrate credibility and professionalism.
Clear Communication
An effective investment manager should explain strategies in straightforward language, provide regular updates, and ensure you remain confident in the decisions being made.
Fee Transparency
Always confirm the fee structure upfront, whether it is percentage-based or fixed. Transparent pricing ensures you understand the cost of the service and protects your long-term returns.
Investment and Business in Newbury
Newbury is a historic market town with a thriving business community and excellent connections to Reading, Oxford, and London. Its mix of tradition and modern growth makes it an attractive location for investors.
Key features include:
Business & commerce: Home to both independent firms and global organisations.
Heritage: Donnington Castle, Shaw House, and the Kennet & Avon Canal.
Lifestyle: Riverside walks, shopping centres, and cultural venues.
This blend of history, commerce, and innovation makes Newbury an excellent place to plan and manage your financial future.
Useful Resources
For further insights into investment and local developments:
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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