Richard Topliss
Group Chairman
About Us
Traditum was created in 2019 by two high-net-worth families. Our founders were searching for a more personalised, bespoke, and tax-efficient way to manage their wealth and investments.
When they couldn’t find anything that met their standards and reflected their values, they decided to create a business that does things differently, and so Traditum was born, ready to serve families for generations to come.
Today, as our business continues to evolve, we remain focused on what matters – building a robust, sustainable, long-term financial legacy for our high-net-worth families.
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, which 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 Investment Management, Taxation, and Private Advisory Services, Traditum is the central point of contact for your family’s commercial and financial world, providing clarity and confidence in an increasingly complex landscape.
Meet the Team
David Mitchell
Chief Executive Officer
Tom Henderson
Client Services Director
Inez Aspinall
Client Services Director
Annabel Gouriet
Client Services Director
Richard Topliss
Group Chairman
Richard brings over 40 years of experience in corporate banking, having held senior roles at NatWest and RBS across Bristol, London, Birmingham and Scotland, before returning to the North West in 2000.
As Managing Director of Corporate & Commercial Banking for the North of England and North Wales, he led teams delivering banking services to a broad range of clients, from SMEs through to FTSE 100 corporates. This experience has given him deep and wide-ranging expertise across a variety of sectors, alongside a strong understanding of the financial and strategic needs of complex businesses.
Richard now serves as Chair of Traditum, where he provides strategic oversight and guidance, with a particular focus on client service. He also plays an active role on the Investment Committee and is a member of the North West Business Leadership Team, contributing to the Group’s broader strategic direction.
David Mitchell
Chief Executive Officer
David is an experienced board-level leader, having operated at both Chief Executive and Chairman levels. He brings a reputation for innovation, clear strategic thinking and an ability to inspire, contributing significant energy and direction to Traditum.
A Chartered Accountant by training, his early career spanned taxation, corporate finance and private client advisory. He became a Partner at the age of 26 and, following 14 years as an equity partner, transitioned into industry, where he served as CEO of an international trading group, working closely with family office shareholders.
In addition to his role as CEO of Traditum, he holds a number of non-executive chair positions and acts as a trustee to family trusts. This breadth of experience enables him to provide strategic oversight and informed guidance across complex business and family structures.
Tom Henderson
Client Services Director
Tom is a dedicated professional with a strong academic foundation and a broad, client-focused skill set. He graduated from the University of Exeter with a degree in International Relations before joining Traditum in 2021.
At Traditum Group, he is responsible for the introduction, management, and delivery of client services, ensuring a seamless and highly personalised experience. With over four years’ experience in private equity investment, he has developed deep expertise in sourcing and structuring opportunities and continues to lead deal origination for the Group’s private equity division.
In his current role, Tom brings together the full breadth of the Group’s capabilities, providing clients with integrated, bespoke solutions tailored to their complex financial needs. He also leads the Client Services team, overseeing the delivery of a consistently high standard of service across the organisation.
Inez Aspinall
Client Services Director
Inez has extensive experience working with high-net-worth individuals and institutional organisations. Anglo- French, she holds a degree in Politics from Queen Mary University of London, bringing an international perspective and a relationship-led approach to her work with clients.
She has spent a decade working across the luxury real estate sector at Cluttons and Knight Frank, advising private clients and family offices on complex transactions while developing a strong network across London and internationally.
Inez focuses on building trusted, long-term relationships and providing thoughtful, discreet advice. She is particularly interested in supporting families across generations, helping them navigate opportunities and build lasting connections.
Annabel Gouriet
Client Services Director
Annabel brings a strong background in supporting ultra-high-net-worth individuals gained though her previous work with an international pension fund. At Traditum, Annabel focuses on strengthening long-standing client relationships, and contributing to our mission to help clients manage and sustain wealth across generations.
