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

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 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.”

SORBUS VECTOR

Factsheet.

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SORBUS VECTOR key investor information

SORBUS VECTOR

Key investor information.

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SORBUS VECTOR key investor information

SORBUS VECTOR

Prospectus.

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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.

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

Laurence Forrester MANAGING PARTNER

Max Thowless-Reeves FOUNDING PARTNER

Tom Hall PARTNER

Laurence Forrester MANAGING PARTNER

INSIGHT

SORBUS spotlight: After the war

It has been more than two years since Russia invaded Ukraine. The war itself has bogged down into a vicious stalemate and the direct economic impacts on Ukraine’s allies have fallen back as global energy prices have receded. However the conflict will eventually end, it seems likely to herald large changes in the structure of the global economy, reshaping global energy markets and pushing defence spending higher.

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SORBUS spotlight: The US Outlook

The United States has been the standout growth story of the post-pandemic years. Perhaps the best way to measure this is to compare the size of national output at the end of 2023 to the level it was expected to be at by the end of 2023 in the last set of pre-covid IMF forecasts back in the winter of 2019.

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MARKET COMMENTARY

Market commentary: 1st January to 31st March 2023

At the end of 2023 we said that the direction of stock markets depends on two questions:
1) Whither the Magnificent Seven?
2) Have markets fully absorbed that the period of declining and/or ultra low interest rates are behind us?

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SORBUS VECTOR: Manager commentary February 2024

January was an unusually active month for trading within the VECTOR portfolio. Markets are better pricing the risks posed by inflation and interest rates and opportunities in the small and mid cap space are emerging. We are more confident of our ability to outperform than we have been for over a year.

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