Business Details
11 Years
experience
Independent Financial Advisers in London
Founded in 2015, Patronus Partners operates as an independent investment firm headquartered in London. Our mission is to provide unconflicted financial advice and investment management services, leveraging the collective expertise of our team, who bring decades of experience from senior roles at major banks, hedge funds, and institutional firms. We prioritise tailored strategies over proprietary products, ensuring clients receive objective recommendations aligned with their financial goals. Our services span personal financial planning, pension optimisation, retirement strategies, and bespoke execution solutions for professional investors. By maintaining a small, focused team, we deliver a high-touch service rooted in transparency and client-centric decision-making. Our institutional division offers outsourced execution across global markets, supported by advanced trading technology and access to alternative liquidity venues.Clients benefit from our commitment to clarity, avoiding industry jargon while explaining complex financial concepts with actionable insight. We specialise in addressing nuanced challenges such as tapered pension allowances, intergenerational wealth transfer, and tax-efficient portfolio structuring. Regular cashflow modelling helps clients visualise long-term outcomes, adapting strategies as life circumstances evolve. Our independence ensures no conflicts of interest, allowing us to recommend only what we genuinely believe serves clients best. This principled approach has established Patronus Partners as a trusted advisor for individuals, families, and institutional clients seeking expertise without compromise.
Services
Financial Planning
Investment Management
Pension Advice
Retirement Planning
Trading Services
Wealth Management
Portfolio Structuring
Cashflow Modelling
Risk Management
Execution-Only Brokerage
Details
- Year established: 2015
Highlights and features
- We provide truly independent advice with no conflicts of interest from in-house products
- Our team brings decades of senior experience from major banks and hedge funds
- Personalised strategies address complex challenges like pension allowances and tax efficiency
- Execution services combine experienced traders with advanced trading technology
- Transparent fee structures with no hidden charges for all services
Associations and certifications
- Financial Conduct Authority
Services
Financial Planning
Our financial planning service creates comprehensive strategies tailored to individual goals, covering asset allocation, risk management, and intergenerational wealth transfer. We focus on tax-efficient structures while maintaining flexibility for life changes. Clients benefit from cashflow modelling tools that visualise long-term outcomes, ensuring alignment between investment decisions and personal objectives. Regular reviews adapt strategies as market conditions or circumstances evolve.
Pension Advice
We specialise in optimising pension arrangements through tax-efficient contributions, tapered allowance strategies, and phased withdrawal planning. Our expertise addresses complex scenarios involving multiple pension pots or high-earner restrictions. We evaluate SIPP options, annuity considerations versus drawdown, and inheritance tax implications to create sustainable retirement income solutions aligned with each client's unique circumstances.
Investment Management
Our discretionary investment management combines strategic asset allocation with active risk management across global markets. We implement diversified portfolios aligned with client risk profiles and financial objectives, focusing on long-term capital preservation and growth. The service includes regular performance monitoring, tax-efficient rebalancing, and access to alternative investment opportunities for accredited investors seeking enhanced diversification.
Execution-Only Brokerage
Institutional clients receive execution-only services with access to multilateral trading facilities, dark pools, and algorithmic trading tools. Our platform combines advanced technology with human oversight to achieve best execution outcomes. We support equity, fixed income, and derivative transactions while providing post-trade analysis and settlement assistance through established prime brokerage relationships.
Wealth Structuring
We help clients optimise their financial arrangements through tax-efficient structures and diversified portfolio construction. This includes reviewing existing investments, identifying tax mitigation opportunities, and implementing strategies that balance growth objectives with capital protection requirements. Our approach integrates estate planning considerations to ensure wealth preservation across generations while maintaining liquidity for current needs.
People
James Barton
Investment Director
Former managing director at UBS and Citigroup with 20+ years' experience in institutional equity trading and portfolio management. Specialises in European markets and tax-efficient investment strategies for high-net-worth clients.
Jeremy Steinson
Director
25-year track record in asset management and client advisory roles at Goldman Sachs and M&G Investments. Expertise in pension scheme consulting, portfolio construction, and alternative investment solutions for institutional clients.
Dan Dowding
Head of Wealth Management
Former NatWest Markets executive with specialist knowledge in cross-border wealth planning. Focuses on bespoke solutions for entrepreneurs and families, addressing complex tax residency situations and international investment requirements.
John Prior
Chief Investment Officer
30 years' experience in global macroeconomic analysis and portfolio strategy. Previously led multi-asset investment teams at Merrill Lynch and Prudential. Oversees strategic asset allocation and risk management frameworks across client portfolios.
Kareem Khouri
Chief Operating Officer
Operational leader with extensive experience in setting up and managing financial services firms. Previously held operational roles at Guggenheim Partners and Cantor Fitzgerald, ensuring robust infrastructure and compliance systems support client services effectively.
Questions
What services does Patronus Partners offer?
We provide independent investment management, financial planning, pension advice, and execution-only trading services for private clients, families, and institutional investors.
How do you ensure unbiased financial advice?
As an independent firm with no in-house products, we focus solely on recommending solutions that align with your specific financial goals and circumstances.
Can you help with complex pension planning?
Yes, our specialists address complex pension challenges including tapered allowances, tax efficiency, and intergenerational wealth transfer strategies.
What trading services do you offer institutional clients?
We provide outsourced execution across global markets with access to MTFs, dark pools, and financing solutions through prime brokerage relationships.
How do you approach retirement planning?
We use cashflow modelling to create flexible retirement strategies, considering tax-efficient withdrawals, pension access timing, and intergenerational wealth planning.
Are you regulated by the FCA?
Yes, Patronus Partners Limited is authorised and regulated by the Financial Conduct Authority (FCA) in the UK.
