Traditum Asset Management can support you by:
- Mapping your total wealth
- Creating operational cadence and organisation
- Working with you to create investment mandates for all asset classes
- Preparing and planning for a capital event
Traditum Asset Management
In addition to our core Family Office services, we also provide Operational Asset Management,
Financial Planning and Investment Oversight and Audit services.
About Our Services
We collaborate with you and your team to streamline the management of your overall wealth.
With our support and experience, we know where gaps can arise for newly established family offices and we improve efficiency and reduce potential errors. From liquid managed investments to residential buy-to-lets, commercial property and venture capital, we cover all asset classes. We provide a highly personalised service tailored to your requirements.
Watch Jonnie Whittle, Client Services Director explain more below:
Financial Planning
Our financial planning services include family financial planning, family tax-efficient products, business planning, cash management and financial protection to ensure your assets and wealth are in the best health possible. We are fully regulated to provide advice on your investment products, such as ISAs, Pensions, and investment bonds. We also provide oversight for structures including family investment companies, trusts and private unit trusts.
Our financial planning services may be able to support you if you are concerned that:
- Your personal or business assets are not aligned with your objectives.
- You are not maximising the opportunities to build your family’s wealth.
- You have an advice gap on family investments due to regulations or your existing IFA is not aligned with wider wealth.
- You are underprepared for succession planning, IHT, covering debt levels or business shares on death or illness.
Investment Audit & Oversight
Traditum can also support you with investment auditing and oversight. We regularly engage with market-leading investment managers and institutions. As a result, we have built up specialist knowledge and relationships in the UK market. Whether you are concerned about a lack of independence, need support finding an Investment Manager or struggling to understand if you’re receiving value – we can provide auditing, tendering and oversight services to provide confidence, clarity and value.
We support you by:
- Working with you to create investment mandates
- Reviewing your current investment portfolios and managers
- Independent market expertise and insights
