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
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.
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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 small/mid cap blend style UK Equity Fund.
A truly active deep value investment fund with a difference.
A focus on small/mid cap companies 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.
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
Karen Temple PARTNER ADMINISTRATOR
Max Thowless-Reeves FOUNDING PARTNER
Tom Hall PARTNER
Karen Temple PARTNER ADMINISTRATOR
INSIGHT
SORBUS spotlight: Tariffs and the dollar.
We have discussed the impact on asset prices of the “Trump tango”, but we wanted to explore the US dollar more closely. The two words that have cropped up the most so far when analysing the economic impact of Donald Trump’s second term have been ‘uncertainty’ and ‘tariff’. Indeed, the two have often been used together. It is not difficult to see why.
Market commentary: 1st January to 31st March 2025
At the end of the Coen Brothers film “Burn after reading”, the CIA boss (played by JK Simmons) has a conversation with his deputy:
“What did we learn here?”
“I don’t know, sir”
“I don’t know either. I guess we learn not to do it again”
“Yes, sir”
“Though I don’t know what we did”
“Yes, sir. It’s hard to say”.
SORBUS spotlight: The UK’s Fiscal Mess
Last Autumn, at her first budget, Rachel Reeves took a gamble. It has not paid off.