Traditum Private Equity
Private equityLeeds · Seed–Series A · 5 people tracked
Investment thesis
Traditum was created in 2019 by two high-net-worth families seeking a more personalised, bespoke, and tax-efficient way to manage their wealth. It positions itself as the central point of contact for a family's financial and commercial affairs, offering investment management, taxation, and private advisory services. The firm emphasises long-term legacy, longevity of investment value, and relationships spanning generations, guided by values of integrity, strength, and respect. It also operates a private equity division focused on sourcing and structuring investment opportunities for its client families.
Source: firm website, verified Aug 2, 2026.
Team · 5 people
from the firm's websiteA Chartered Accountant with a background in taxation, corporate finance and private client advisory, David became an equity partner at 26 and later served as CEO of an international trading group. He is CEO of Traditum and holds several non-executive chair positions and family trustee roles.
Richard has over 40 years of experience in corporate banking with senior roles at NatWest and RBS, including Managing Director of Corporate & Commercial Banking for the North of England and North Wales. He serves as Chair of Traditum, providing strategic oversight and sitting on the Investment Committee.
Annabel has a background supporting ultra-high-net-worth individuals through prior work with an international pension fund, and focuses on strengthening long-standing client relationships at Traditum.
Anglo-French with a Politics degree from Queen Mary University of London, Inez spent a decade in luxury real estate at Cluttons and Knight Frank advising private clients and family offices. She focuses on building long-term client relationships.
A University of Exeter International Relations graduate who joined Traditum in 2021, Tom leads deal origination for the Group's private equity division and heads the Client Services team, with over four years' experience in private equity investment.
Frequently asked questions
- What stage does Traditum Private Equity invest at?
- Traditum Private Equity invests at the Seed, Series A stages.
- What sectors does Traditum Private Equity focus on?
- Traditum Private Equity focuses on Healthtech.
- Where is Traditum Private Equity located?
- Traditum Private Equity is headquartered in Leeds, GB.
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