A LONG TERM FINANCIAL PARTNERSHIP
Partner led, trusted financial management for active, transparent stewardship of your wealth.
SORBUS clients know what excellence feels like.
Our advice is crisp, clear and decisive. We avoid jargon, ambiguity and imprecision.
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WEALTH MANAGEMENT
SOLID PILLARS OF MANAGING WEALTH
SORBUS clients get all of our energy and talent focused on their financial future.
SITUATION ANALYSIS
Gaining a full understanding of your current financial situation and your prioritised goals is essential. It is the solid root structure to your long term financial management. We feel it is hard to overstate the value created when full clarity is achieved.
EVALUATION
Circumstances, information and markets change continuously. Timely and regular reviews of the performance of your implemented plan alongside any revisions to your situation analysis are essential. As with life in general, high levels of care and attention create an environment that encourages solidity and growth.
DESIGN
We take the Situation analysis and design a completely bespoke financial layout that best fits your financial objectives. In time, with a full dialogue with you, a financial plan is completed. Wealth management is not unique here, investing high quality time at the design phase provides long term benefits.
EXECUTION
The financial plan is implemented. Relevant financial structures and accounts are set up and the designed financial plan is taken live.
SITUATION ANALYSIS
Gaining a full understanding of your current financial situation and your prioritised goals is essential. It is the solid root structure to your long term financial management. We feel it is hard to overstate the value created when full clarity is achieved.
DESIGN
We take the Situation analysis and design a completely bespoke financial layout that best fits your financial objectives. In time, with a full dialogue with you, a financial plan is completed. Wealth management is not unique here, investing high quality time at the design phase provides long term benefits.
EXECUTION
The financial plan is implemented. Relevant financial structures and accounts are set up and the designed financial plan is taken live.
EVALUATION
Circumstances, information and markets change continuously. Timely and regular reviews of the performance of your implemented plan alongside any revisions to your situation analysis are essential. As with life in general, high levels of care and attention create an environment that encourages solidity and growth.
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INVESTMENT MANAGEMENT
TRUE GROWTH COMES FROM CONTINUAL NURTURE
We believe in an unceasing focus on strategic and tactical asset allocation and investment selection.
Good investment management is the provision of a portfolio whose expected risk adjusted returns best fits the investment objectives and risk appetite of a client.
SORBUS runs discretionary and advisory mandates for the long term.
STRATEGIC ASSET ALLOCATION
What is the ratio of investment in risk asset classes versus low risk asset classes that is most likely to deliver the required investment profile over the long term?
TACTICAL ASSET ALLOCATION
Does the current state of the world suggest a deviation from the Strategic Asset Allocation and, if so, which asset classes and by how much?
INVESTMENT SELECTION
Which portfolio is best placed to deliver the overall performance of each asset class? What balance of direct holding, low cost diversified funds and actively managed funds is suitable? Which individual holdings are preferred, and why?
This investment may fall as well as rise, you may not get back what you put in.
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FUND MANAGEMENT
SORBUS VECTOR
A UK All Cap Equity Fund.
A truly active deep value investment fund with a difference.
Investing across the market capitalisation spectrum in UK markets.
“Vector [vec-ter] noun: Possessing both direction and magnitude.”
This investment may fall as well as rise, you may not get back what you put in.
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SORBUS.org
SORBUS.org
Providing not-for-profit administrative services for philanthropists and registered charities, allowing trustees to focus on what really matters.
Our clients are deeply rooted in their communities and have a passion for giving something back, enabling the next generation and for philanthropy. We established SORBUS.org at the request of our clients to help them achieve these goals. SORBUS.org is a not-for-profit subsidiary of SORBUS partners LLP and provides administrative, regulatory, banking, accounting and other services for our clients allowing them to focus on what matters.
HOW CAN SORBUS.org HELP?
We provide a variety of services covering all the day-to-day administration of running a charity, including organising trustee meetings and preparing agendas and minutes, preparing management accounts, arranging annual audits, administering grants and bursaries, employee administration and payroll, and dealing with general administration and correspondence. We are also able to help with establishing charities by setting up bank accounts, arranging digital presences (website, email and social media), and working with a legal representative to register the charity, draft policy documents and apply to the Charity Commission.
WHY CHOOSE SORBUS.org?
SORBUS.org exists to provide a philanthropic service to our clients. We recognise that the administration involved in running a charity can often be a distraction from the real purpose of the charity and its trustees. Our experienced team of professionals handle all aspects of a charity’s administration and allow trustees to focus on their charitable activities without worrying about the day to day running. As a not-for-profit organisation, all our services are billed at cost, and all reporting and accounting is completely transparent.
PEOPLE
The key to our success lies in the skill and experience of our people.
Our team has creativity, personality and a deep and broad financial knowledge.
We value transparency above all else.
Max Thowless-Reeves FOUNDING PARTNER
Tom Hall PARTNER
INSIGHT
BUDGET REFLECTIONS
Labour won a loveless but decisive majority in the UK general election in July promising to be “stable and boring”. Their budget was both and neither.
SORBUS spotlight: China Watch
Spotlight tries to make a habit out of casting a closer look at China at least once every six to eight months. The reason for this is simple: China is too large to ignore.
SORBUS spotlight: longer and more variable
Regular readers of Spotlight have probably become slightly bored of references to changes in monetary policy taking “a long and variable” time to impact upon the economy. Nonetheless, the point remains a crucial one.
MARKET COMMENTARY
Market commentary: 1st July to 30th September 2024
Having signalled forthcoming rate cuts for nearly two years, and failing to deliver, the Fed finally got “on message” and cut base rates by 0.5% (50bps) in September.
SORBUS VECTOR: Manager commentary August 2024
We have made two new additions to the fund over the last couple of months:
Spectra Systems; and
Rightmove.
Market commentary: 1st April to 30th June 2024
In the last two commentary pieces, we said that the direction of stock markets has depended on two questions:
1)Whither the Magnificent Seven (or Fab Five)?
2) Have markets fully absorbed that the period of declining and/or ultra low interest rates are behind us?
Repetitious as it may be, but these two questions persist.