Traditum Private Investment Office

We are delighted to share news of our investment in Ooodles. Our investment will support Ooodles’ expansion and is a great example of one of the types of investment we can offer to our Private Investment Office clients in a high-growth sector. Do get in touch with us if you’d like to discover more

We were thrilled to co-host 'The Legacy Event' yesterday with our partners Boodles, Leeds and Gladwell & Patterson in Boodles' stunning event space. At Traditum, we firmly believe in creating a long-term financial legacy for future generations. But a legacy isn’t just leaving wealth after you die; it is often more emotional. It could be teaching and shaping young minds, volunteering time or resources to help those in need, passing down something which has given you joy or leaving loved ones with financial peace of mind. It was wonderful to hear from our guest speakers; learning how jewellery and art can be carefully chosen and collected for family longevity, which, alongside wealth management and preservation, can provide a lasting legacy for the generations to come. We'd like to extend our thanks to all our guests, along with everyone involved in making this event special, especially Charlotte Rose and Cory Fuller. Here's to our next event! 🥂

The run-up to the Chancellor’s announcement has prompted many high-net-worth individuals to crystalise Capital Gains Tax as part of their wealth management. Here at Traditum, as part of our Private Investment Office, our clients benefit from a flexible and tax-efficient private equity platform. Clients design their own portfolios and following the announcement, EIS investments have assumed increased significance in their planning. These investments can be used to defer Capital Gains Tax and are outside the scope of inheritance tax. Importantly, EIS shares apply to growing the profitable businesses we specialise in, not just early-stage loss-making businesses. This adds real value to our client’s investment strategies as our transactions are carefully sourced, subject to thorough due diligence, and benefit from robust investor rights, making them well worth considering as part of a diversified portfolio.   Please feel free to get in touch with us to explore opportunities in our pipeline.

We recently came across an interesting article in The Telegraph https://lnkd.in/eKgKVEg4 (£) which not only resonated with us but is also pertinent for one of our investments Terrae Novo, and the work of Jason Woods and his team. Plastic use is an issue which concerns many of us, both its prevalence and environmental impact. And something which is becoming increasingly front of mind for many consumers is the complex process of recycling. So, what can be done? There is a solution for which the technological capability already exists to help solve this. Read our blog below to find out more… https://lnkd.in/efeZSSpQ

We were in beautiful Beverley, East Yorkshire this week, where we were delighted to be introduced to several new faces. Along with many of the guests, we share a passion for the regions East of the A1 and were pleased to discuss various investment opportunities within this thriving area. We look forward to catching up with many of you again in the coming weeks. We extend our thanks and appreciation to Andrew Jackson Solicitors LLP for such a well-organised and positive event.

It was fabulous to catch up with friends of Traditum last week at one of our occasional French Fridays; a great opportunity to broaden networks and strengthen relationships over the delicious food at Sous Le Nez. Our thanks to all who attended for their convivial company, we were delighted to be joined by Martin Fountain, Gerald Grimes, Ben Meehan, Heléna Strachan and Aidan Butler Let us know if you'd like to join us at our next French Friday, we'd love to see you there - santé! 🇫🇷 Gary Taylor

At Traditum we are proud to do things a little differently, offering an Advisory service for high-net-worth individuals which supports you throughout your journey, whether expanding or exiting your business. As part of our Private Investment Office offer, our debt advisory and sell-side lead advisory services are designed to deliver maximum benefit through our relationships with corporates, financiers and alternative lenders. We offer a truly bespoke service, perfectly tailored to your requirements. Through our expertise and experience, we can guide you through the process, with as much or as little support as you may need. Watch our video below to find out more from our CEO, David Mitchell, as he gives an overview of our advisory services.

We had a fantastic day walking a favourite route in the Dales last week... The weather gave us a last taste of sunshine, and the company was fabulous too! Forging and strengthening relationships with our clients and partners is integral to how we work at Traditum. And what better way to do this than spending the day walking, talking and eating great food?! Our thanks to all who joined us, we very much enjoyed your company. If you'd like to join us, let us know - we'll be out and about again next month and will be delighted to see you.

We offer a bespoke, flexible tax-efficient private equity fund and platform that reflects the traditional values and standards of our business; empathy and long-lasting personal relationships. Traditum gives you control, informing you of selected deals designed to fit your strategy and preference precisely. We connect you with proven, successful investment strategies, using a flexible mindset and a bespoke investment strategy to offer you investments that unlock growth, support innovation and promote sustainability. And, because we only ever present you with hand-picked deals, you’ll be able to precisely tailor your investments. Watch our video below, or contact Trevor Sherlock to find out more...

A key strand of Traditum Private Investment Office is our Family Office service. We provide strategic advice to high-net-worth families by centrally coordinating all of your multidisciplined advisors.   Swipe below to discover more... #familyoffice #wealthmanagement #privateinvestmentoffice