Wealth Management Oxford
Patronus Partners is a leading boutique wealth management firm with offices near Oxford and in London. Spear's Magazine 'Top 10 Wealth Managers in the UK’ (James Barton).
A Leading wealth management company in Oxford
Patronus was founded in 2015 on the realisation that large wealth management companies are often sub-optimal for clients.
Patronus is an increasingly rare example of a genuinely independent, unconflicted, staff owned wealth management firm near Oxford.
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 boutique wealth 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 a boutique wealth management firm near Oxford, 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 boutique wealth management firm near Oxford, 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 a wealth manager near Oxford?
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
Berkshire
1650 Arlington Business Park, Reading, Berkshire. RG7 4SA
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Expert Wealth Management in Oxford
Oxford is known worldwide for its historic colleges, world-class research, and vibrant cultural life. But behind the dreaming spires, residents face the same financial challenges as anywhere else — balancing careers, families, property goals, and long-term wealth. Working with a wealth manager in Oxford gives you clarity, structure, and confidence as you plan for the future.
Why Choose Wealth Management in Oxford?
Wealth management is more than just investing — it’s about creating a financial framework that grows with you. In Oxford, with its mix of academics, entrepreneurs, medical professionals, and international investors, the right advice can help you align your money with your ambitions.
Common areas of support include:
Portfolio Construction – balancing risk and reward to build investments that reflect your goals.
Retirement Strategy – mapping out income and pensions so you can enjoy later life without uncertainty.
Tax Efficiency – structuring assets to minimise liabilities while staying fully compliant.
Estate & Legacy Planning – protecting wealth and ensuring smooth succession to the next generation.
Trusts & Specialist Structures – giving families more control over how wealth is held and used.
Patronus: Independent Wealth Managers in Oxford
At Patronus, we specialise in delivering independent, tailored wealth management to clients in Oxford and beyond.
What makes us different?
Unbiased Recommendations – we are not tied to any provider, so our advice is guided solely by your needs.
Personalised Strategies – we take time to understand your circumstances, whether you are an academic, business owner, or private client.
Clear Communication – we strip away jargon and give you confidence in every decision.
Long-Term Support – as Oxford evolves, so will your financial plan, with us by your side.
Oxford: A City for Building Wealth
Oxford isn’t just a place of learning — it’s a hub of innovation, culture, and opportunity. The city’s global outlook attracts investors, entrepreneurs, and professionals who need financial structures that can adapt to changing times. From buying property in North Oxford, to preparing for retirement in the Cotswolds, to supporting a family legacy across generations, a dedicated wealth manager in Oxford can help you make the most of every stage of life.
FAQs
Do I need a wealth manager if I already invest on my own?
Yes. A wealth manager looks beyond single investments, creating a joined-up plan that covers tax, inheritance, and long-term goals.Is wealth management just for high-net-worth individuals?
While it is often associated with affluent clients, many professionals and families in Oxford benefit from bespoke wealth planning.How can I determine if my wealth manager is properly regulated?
All legitimate UK wealth managers must be authorised by the Financial Conduct Authority (FCA). You can check their status on the FCA register.Can wealth management include ethical or ESG investing?
Absolutely. Many Oxford clients request portfolios that align with their values, including those focused on ethical, environmental, or socially responsible investments.Useful Links & Resources
Secure Your Financial Future in Oxford
Managing wealth can feel complex, but with expert support, you can turn uncertainty into confidence. At Patronus, we combine local knowledge with independent, forward-looking advice to help you make the most of life in Oxford. From investment planning to legacy building, we’re here to guide you every step of the way.
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