TPO announces investment from Goldman Sachs Alternatives

The Private Office (TPO), today announces that Goldman Sachs Alternatives has entered into an agreement to become a minority shareholder in TPO. The investment comes alongside a significant reinvestment by TPO’s management team, led by CEO Stuart Phillips, and is subject to FCA approval.

Since its founding in 2008 in Leeds, TPO has evolved into a leading UK chartered independent financial advice and planning firm, with a nationwide presence. Expansion has been supported by a growing network of financial advisors; many of whom are proudly homegrown through TPO's dedicated in-house academy and all of whom are shareholders in the business.

Stuart Phillips, CEO of TPO, said: “Goldman Sachs Alternatives is the ideal partner to support our ambitious growth plan as we continue to build the UK’s leading organically grown chartered financial planning firm, with employee ownership and exceptional client outcomes at our core.”

Moritz Jobke, Head of Hybrid Capital for EMEA at Goldman Sachs Alternatives, said: “We are very excited to partner with TPO and its founders. The team has built a unique culture, platform and client proposition for the UK financial advice and planning market. Working with exceptional entrepreneurs is core to our Hybrid Capital strategy, and we look forward to bringing the resources of the Goldman Sachs platform to support the further development of TPO.”

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