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.

WEALTH MANAGEMENT

SOLID PILLARS OF MANAGING WEALTH

We believe this is the beginning of the end of looking after the long term financial interests of our clients.

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.

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.

FUND MANAGEMENT

SORBUS VECTOR

A top decile small/mid cap blend style UK Equity Fund.

A truly active deep value investment fund with a difference.

An exclusive focus on small/mid cap companies in UK markets.

“Vector [vec-ter] noun: Possessing both direction and magnitude.”

SORBUS VECTOR

Key investor information.

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SORBUS VECTOR key investor information

This investment may fall as well as rise, you may not get back what you put in.

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

Richard Farmiloe PARTNER

Susannah M Gray MANAGING PARTNER

Max Thowless-Reeves FOUNDING PARTNER

Richard Farmiloe PARTNER

Susannah M Gray MANAGING PARTNER

INSIGHT

Property investing – a cautionary tale

Perhaps it is fitting that the US election limps rather than sprints towards a resolution. When half of the population no longer trusts the media (not unreasonably), separating truth from fiction is a more arduous task than it used to be.

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Tesla the madness of cars

$2,000 a share was an important milestone for Tesla, at that price it was valued at $372bn. This seems like a big number and we are reminded of Senator Dirksen’s famous quote “A billion here, a billion there, and pretty soon you’re talking real money.“

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Machines of loving grace

I like to think (and
the sooner the better!)
of a cybernetic meadow
where mammals and computers
live together in mutually
programming harmony
like pure water
touching clear sky.

read more