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Comment: Please read WP:CORP, especially the section about what counts as trivial coverage that does not contribute to notability. Pretty much all your sources are that kind of coverage, I'm afraid. Lijil (talk) 15:50, 20 September 2025 (UTC)
 | This is a draft article. It is a work in progress open to editing by anyone. Please ensure core content policies are met before publishing it as a live Wikipedia article. Find sources: Google (books · news · scholar · free images · WP refs) · FENS · JSTOR · TWL Last edited by Dan arndt (talk | contribs) 34 days ago. (Update)
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Declaration
editI work for The Private Office Ltd and am submitting a draft article about the company through the Articles for Creation process in compliance with Wikipedia's conflict of interest guidelines. Leeds2025 (talk) 08:57, 31 July 2025 (UTC)
| Type | Private |
|---|---|
| Industry | Financial services, Wealth management |
| Founded | 2008 (as LLP) 2018 (as Ltd) |
Key people | Stuart Phillips (CEO) |
| Total assets | £3.1 billion AUM |
Number of employees | 190 |
| Website | www |
The Private Office Ltd (TPO) is a British financial planning and wealth management company headquartered in Leeds, United Kingdom. The company provides financial advisory and investment management services to individuals, businesses, charities, and trusts.[1]
History
editThe business originated in 2008 as The Partners of The Private Office LLP (TPOLLP), initially operating as an Appointed Representative of Chase de Vere.[2]
In 2011, Advice Champion.co.uk Limited was established as a parent company.[3] The group expanded with the creation of Savings Champion.co.uk, offering cash management and data services.
In 2026, Goldman Sachs Alternatives agreed to acquire a minority stake in the company. had entered into an agreement to become a minority shareholder.[4]
Acquisitions
editOperations
editThe Private Office operates from three UK offices in Leeds, London, and Bath.
In 2019, the company launched TPO Invest, a wrap platform developed in partnership with Hubwise Securities (acquired by SS&C Technologies in 2022).[9]
In August 2024, TPO announced a strategic investment partnership with Pacific Asset Management.[10]
Recognition
editThe company has been recognised by industry award bodies at both a firm level and for individuals within the company.
See also
editReferences
edit- ↑ "The Private Office Limited, The Financial Services Register". The Financial Services Register. Financial Conduct Authority. 9 March 2016. Retrieved 2025-01-28.
{{cite web}}: CS1 maint: url-status (link) - ↑ "The Private Office LLP Launch". WealthBriefing. 2008. Retrieved 2025-01-28.
- ↑ "ADVICE CHAMPION.CO.UK LIMITED overview - Find and update company information - GOV.UK". find-and-update.company-information.service.gov.uk. Retrieved 2026-06-11.
- ↑ "Leeds founded The Private Office (TPO), announces Investment from Goldman Sachs Alternatives". Yorkshire Evening Post. 2026-02-03. Retrieved 2026-06-11.
- ↑ "Wealth managers TPO acquire London firm PQR". Yorkshire Post. 2016-10-16. Retrieved 2026-06-11.
- ↑ "The Private Office buys London-based SRLV Financial". www.professionaladviser.com. 2019-03-25. Retrieved 2026-06-11.
- ↑ "The Private Office acquires London-based John Lamb WM". www.professionaladviser.com. 2019-10-09. Retrieved 2026-06-11.
- ↑ "Yorkshire-based financial planning firm acquires business marking 'perfect' fit". Bradford Telegraph and Argus. 2026-04-10. Retrieved 2026-06-11.
- ↑ Hinchliffe, Ruby. "US tech firm targets UK adviser market with Hubwise purchase". www.ftadviser.com. Retrieved 2026-06-11.
- ↑ "The Private Office (TPO) announces strategic investment partnership with Pacific Asset Management". Pacific Asset Management. August 2024. Retrieved 2025-01-28.
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