SONOMA PARTNERS
Updated 90 days ago
Private Limited Company
- Active - 09929978 (CH)
- Age: 9 years
- ID: 33998422/90
16 Milbourne Lane, Esher, Surrey KT10 9DX
• 64999 - Financial intermediation not elsewhere classified
The company, formed in 2015, is the outcome of a search for an asset management solution by three entrepreneurs who had sold various parts of their venture capital portfolio. Andrew Dixon, Noel Hayden and Robin Tombs met with many wealth managers and private banks and it appeared that fee collection and asset gathering were often higher up on the agenda than capital preservation and wealth creation. With a long-term, multi-generational investment portfolio in mind, they felt that they were paying for a Ferrari but it was not clear what might be delivered in 20 to 30 years - probably a BMW, possibly a Skoda, but a Ferrari seemed highly unlikely... The three entrepreneurs met with Activus Wealth who proposed the formation of a joint venture: an asset management company created for the purpose of managing the wealth of the entrepreneurs' funds and then extending the offering to other high net worth families. The company's objectives are tax efficiency, low cost, transparency, capital..
Also known as: SONOMA PARTNERS LTD
Registration numbers: 09929978 (CH), 9929978 (W)