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News

JULY 2019 MARKET UPDATE

7 July 2019

The recent furore and headlines over Neil Woodford’s eponymous Woodford Equity Income Fund, where he has been forced to temporarily gate the fund (i.e. investors are currently unable to sell their units and therefore withdraw their money), highlights some important issues to investors. To those not familiar with Neil Woodford, he built his reputation as … Continue reading “JULY 2019 MARKET UPDATE”

News

JUNE 2019 MARKET UPDATE

6 June 2019

U.S China trade talks rumble on but a newer issue has taken prominence in investor psyche, namely interest rates. Economic newsflow around the world has continued to deteriorate for some time and as we stated in our April report markets are hoping that the Federal Reserve would lead the way in cutting interest rates to … Continue reading “JUNE 2019 MARKET UPDATE”

News

MAY 2019 MARKET UPDATE

5 May 2019

U.S and China trade talks dominated the headlines over the past few weeks. The two parties appeared close to a deal but in the end no agreement was struck and Donald Trump vented his frustration by threatening further tariffs within the next month. Reiterating what we said last month about potential known worries ie: old … Continue reading “MAY 2019 MARKET UPDATE”

News

APRIL 2019 MARKET UPDATE

4 April 2019

Economic growth around the world has faltered, with a significant slowdown from the synchronised growth we saw during 2017 and early 2018. The economic statistics continue to disappoint. So with this in mind, why have equities performed so well in the first quarter? We would put forward three reasons. Firstly there was a rebound from … Continue reading “APRIL 2019 MARKET UPDATE”

Research

A KIND OF SOLUTION

2 February 2019

The “B” word (and we don’t mean “Barbarian”) We have resisted the urge to discuss Brexit with a passion since the referendum for two main reasons: because we do not think we have anything particularly original to say on a subject that is tiresome at best and because the probabilities of the leading options (deal, … Continue reading “A KIND OF SOLUTION”

News

SUSANNAH M GRAY: INVESTMENT ADVISOR OF THE YEAR 2018

10 October 2018

Huge congratulations to Susie M Gray on winning the Investment advisor of the year award at the 2018 Women In Financial Advice Awards finals last night. “Being chartered at both CII and CISI is impressive – as is Susannah’s business integration work”. Judge’s comments. The entire team is delighted with your deserved recognition. Go Susie!

News

LONDON TO PARIS CHARITY BIKE RIDE

6 June 2018

After months of grueling training and preparation Susie’s charity challenge biking the 283 miles from London to Paris is now complete! They are back in one piece, although achy and exhausted! Susie set off from London on June 6th riding over the steep Kent hills on to Dover and the ferry crossing. From Calais the … Continue reading “LONDON TO PARIS CHARITY BIKE RIDE”

News

CITYWIRE INTERVIEW WITH SUSIE M GRAY

4 April 2018

Sorbus Partners – the multi-family office taking off in the Midlands By Eleanor Mahmoud 09 Apr, 2018 Sorbus Partners appear to be somewhat of a rare breed writes Eleanor Mahmoud. As possibly the only multi-family office outside London, are they simply bucking the trend or are they setting the precedent? I’ll leave that decision up to you, however there’s … Continue reading “CITYWIRE INTERVIEW WITH SUSIE M GRAY”

People

TIM COX

6 June 2017

Tim Cox received a BA Hons in Psychology and Education at Deakin University and has spent the last twenty-five years as a general practitioner IFA in his own businesses, developing many lifelong client relationships. Outside of work Tim is a sports and fitness nut who adores his two young children. tim.cox@salixwealth.com

Models

MODEL ASSET ALLOCATIONS

12 December 2016

SORBUS PARTNERS manages the models on a discretionary basis. The actual asset allocation at any time and for an extended period of time may differ significantly from this long term asset allocation, reflecting the dynamic investment and market conditions. The alternatives asset class include assets such as: private equity, VCTs, and infrastructure. Current market conditions, … Continue reading “MODEL ASSET ALLOCATIONS”