David Mitchell
Chief Executive Officer
About Us
Traditum was created in 2019 by two high-net-worth families. Our founders were searching for a more personal, bespoke and tax-efficient way to manage their wealth and investments.
After looking for a more personal, bespoke, tax-efficient way to manage their wealth and investments, our founders could not find anything that met their standards and reflected their values, so set upon the idea of creating their own.
The appointment of David Mitchell as CEO was formalised, as someone who shared the vision and purpose of Traditum, to create a Private Investment Office that would serve families for generations.
Today our vision is known as 2119.
Our 2119 vision is to help our clients build a robust, sustainable, long-term financial legacy for future generations.
It is called this to reflect a date 100 years from the date Traditum was founded, it reflects our commitment to building relationships with clients and businesses which support investment value with longevity.
Our DNA of excellence, values and legacy are woven through everything we do. We do things properly with integrity, strength and respect and define this as our Traditum Character.
Providing Advisory Services, Family Office and Private Equity, Traditum is with you every step of your financial journey whether investing, co-ordinating a Family Office or looking to move into a new venture.
Our Team
Richard Topliss
Chair
Stephen Pickup
Head of Agriculture
Tom Henderson
Client Services Associate
Helen Taylor
Operations & Compliance Manager
Oliver McRae
Investment Director
Pam Smalley
PA
Jonnie Whittle
Client Service Director
Joshua Carr
Technical Planner
Sam Langan
Technical Planner
