Sorbus Partners LLP

Overview

Sorbus Partners LLP is an active UK limited liability partnership incorporated on 17 September 2012. The firm reports that it is authorised and regulated by the Financial Conduct Authority under reference number 588466.¹²

Sorbus describes its approach as partner-led financial management focused on the long-term stewardship of clients’ wealth. It says its advice is clear and decisive, with client relationships beginning through a conversation with a partner.²

History

Sorbus was incorporated in 2012. A 2022 firm announcement described it as a private investment office serving ultra-high-net-worth clients through wealth management, fund management and investment management.⁴

Timeline

1. 2012Sorbus Partners LLP is an active UK limited liability partnership incorporated on 17 September 2012.
2. 2022A 2022 firm announcement described it as a private investment office serving ultra-high-net-worth clients through wealth management, fund management and investment management.

Leadership

Max Thowless-Reeves is a founding partner, and Tom Hall is a partner. The investment and planning team includes Scott Garratley, senior investment manager; Nathan Pitt, wealth planner; and Christopher Gough-Goodman, discretionary investment manager.³

Sorbus says its team combines broad financial knowledge with creativity and personality, with transparency as a core value.³

Services

### Wealth management

Sorbus provides situation analysis, bespoke financial plan design, implementation and regular evaluation as part of its wealth-management service.²

### Investment management

The firm’s investment-management service covers strategic and tactical asset allocation and investment selection. It offers both discretionary and advisory mandates for the long term.²

### Fund management

Sorbus Vector is a UK all-cap equity fund investing across the UK market-capitalisation spectrum.²

### Charity management

Sorbus provides management and administration across a charity’s activities through its charity-management offering.²

What the firm offers

• Investment management
• Administration and bill pay

Client focus

Sorbus serves private clients, including ultra-high-net-worth clients, through its wealth-management, fund-management and investment-management services.⁴

Approach

Sorbus presents its model as a partner-led relationship built around long-term stewardship. Its stated emphasis on transparency, clear advice and direct conversations with partners shapes how it describes working with clients.²

FAQs

Related resources

• LocationMultifamily offices in United Kingdom

  Use this United Kingdom directory to place Sorbus Partners LLP in a wider regional context. It can help a family or business owner compare how UK firms present investment management, administration, bill pay, and related stewardship services before deciding which providers merit closer review.

• GuideMultifamily office services

  This services guide explains the functions a multifamily office may coordinate, including investment management, administration, bill pay, fund management, and charity management. Reading it helps clarify which responsibilities a client might keep in house and which could fit a partner led arrangement such as Sorbus Partners LLP.

• GuideHow to choose a multifamily office

  Use this selection guide to structure a review of Sorbus Partners LLP as a possible long term financial manager. It prompts readers to examine service scope, decision making, reporting, fees, and fit for a wealthy family or business owner seeking investment management alongside administration and bill pay.

• GuideQuestions to ask a multifamily office

  This question list can support an initial conversation with Sorbus Partners LLP. Ask how investment decisions are handled, what administration and bill pay cover, how charity or fund management is approached, who serves the relationship, and how communication works for family or business needs.

• Similar firmsBedrock Group
  Beryllus Capital
  London Capital Asset Management

  These profiles of Bedrock Group, Beryllus Capital, and London Capital Asset Management offer other comparison points on MultifamilyOffices.com. Reviewing their stated services and client focus can help a reader identify differences in investment management, administration, and broader wealth stewardship when assessing Sorbus Partners LLP.

Sources

1. Companies House: Sorbus Partners LLP
2. Sorbus Partners
3. Sorbus Partners people
4. Sorbus Partners press release

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.