Investment Management Reading

Patronus Partners is a leading boutique investment management firm with offices in Reading and London.

A Leading investment management company in reading

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 management firm in Reading.

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

  • 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 an investment management firm in Reading, 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 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 investment 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 investment management firms are often sub-optimal for clients.

As an independent investment manager 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 an investment management firm in Reading?

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 investment 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 Reading 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.

London

3 Fitzhardinge Street, London. W1H 6EF

 

Reading

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

 

“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

  • Investment Management in Reading: Maximizing Your Financial Potential

    Investment management is a critical component of building and preserving wealth. In the bustling town of Reading, UK, individuals and businesses alike seek expert guidance to navigate the complex world of investments. Whether you're new to investing or a seasoned pro, understanding the local landscape is key to making the most of your financial resources.

    Why Investment Management in Reading Matters:

    • Tailored Strategies: Local investment managers in Reading understand the regional market dynamics. They can create investment strategies that align with your objectives and the local economic conditions.

    • Risk Mitigation: Reading has unique economic risks. Professional investment management can help mitigate these risks and protect your investments.

    • Wealth Growth: If you've accumulated wealth or are looking to grow your assets, local investment experts can offer strategies designed to optimize your portfolio.

    • Financial Planning: Investment management often goes hand-in-hand with financial planning. In Reading, where lifestyle costs vary, sound financial planning is crucial.

    The Benefits of Choosing Reading for Investment Management:

    1. Local Expertise: Reading-based investment managers have an in-depth understanding of the local economy, which can translate into more informed investment decisions.

    2. Personalized Approach: Your investment manager will develop a personalized investment strategy tailored to your specific financial goals and the unique characteristics of the Reading market.

    3. Risk Management: Reading's economy may have distinctive risks, and local investment experts can help design strategies to manage and mitigate these risks effectively.

    4. Wealth Preservation: With the right investment management, your wealth can be preserved and potentially grown to meet your long-term financial aspirations.

    How to Find the Right Investment Manager in Reading:

    • Credentials: Seek out investment managers with recognized qualifications, like Chartered Financial Analyst (CFA) or Certified Investment Management Analyst (CIMA).

    • Local Reputation: Research the reputations of local investment managers by reading reviews and talking to current or former clients in Reading.

    • Specialization: Some investment managers may have specific expertise, such as managing portfolios for high-net-worth individuals or expertise in specific industries.

    • Fee Structure: Understand the fee structures offered by investment managers, whether they are fee-only, commission-based, or a combination.

    The Bottom Line:

    Investment management in Reading is more than just managing your assets; it's about achieving your financial dreams while navigating the nuances of the local economy. By selecting the right investment manager, you're taking a significant step towards securing your financial future.

    A well-informed decision today can result in financial success tomorrow. Start your journey to financial prosperity by exploring the expertise of local investment managers in Reading.

    Local Resources and Reading's Economy:

    • Reading's Economic Hub: Understanding the economic landscape of Reading is vital. The town's diverse industries, including technology, finance, and retail, create unique investment opportunities.

    • Local Real Estate Dynamics: Reading's real estate market is dynamic. An investment manager familiar with the local property market can help you explore investment options.

    • Educational Institutions: Reading hosts the University of Reading, providing a pool of skilled professionals. Investment opportunities can stem from research or business partnerships with the university.

    • Startup Scene: The Reading region has seen growth in tech startups. Investment managers aware of the local startup ecosystem can guide you to potential investments in this sector.

    This comprehensive content piece covers various aspects of investment management in Reading, with an emphasis on local expertise and benefits. It also incorporates SEO best practices.

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