Söderberg & Partners

In December 2023 Timothy James & Partners was acquired by Söderberg & Partners, an exciting new chapter for Timothy James and Partners.

We carefully considered a selected number of banks, platforms, and fund management groups, to find the perfect fit for us, and that has certainly been found in Söderberg & Partners.

More about Söderberg & Partners

Söderberg & Partner’s is a leading wealth manager in the Nordics and part of the Söderberg & Partner’s company. Gustaf Rentzhog, Chief Executive Officer, established the company in 2004. Per-Olof Söderberg, the Chairman, was the first investor and gave his family’s name and reputation to the company.

Söderberg & Partners ethos is in challenging the status quo. Everything they do is imbued by their drive to question traditional ways of working. If there’s a way of doing things differently to gain more efficiency or quality, they will deploy their knowledge, technology, and scale to realize this potential. Their aim is to provide the highest quality investment management and the highest level of service to their clients, which meant they are a perfect match for the values of Timothy James & Partners.

Our joint ability

Timothy James & Partners, in partnership with Söderberg & Partners, will continue providing the highest quality investment management and independent financial planning advice.

Our expertise in designing and managing bespoke, risk adjusted and focused portfolios for all clients consolidates our strengths and provides a springboard to develop the best financial planning and investment advice for you, your family and your business.

At the heart of our business is the long-term relationship we have with our clients, which is focussed on their financial wellbeing. Our independent investment capability and choice of different investment services remains our differentiator, and we will continue to strive to achieve the best and most suitable solution.

Expanding our services

We are now in the position to provide greater financial strength to all existing clients, thus building a stronger future for all involved including maintaining and attracting the best people in the industry.

Your future with Timothy James

Timothy James & Partners will remain an independent financial adviser under the Söderberg & Partner’s umbrella. We will continue to ‘sit on your side of the table’ assessing your current financial situation and your plans for the future. Finding the best financial planning solutions for all clients will remain at the heart of our philosophy.

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