Vobis

Overview

Founded in 2013, Vobis was established as the wealth management arm of Silver Levene, a chartered accountancy firm with a long-standing presence in London's professional services market. This parentage shapes its identity: Vobis was built to deliver portfolio management and investment advice from within a tax-aware framework, a proposition that distinguishes it from standalone wealth managers who must coordinate externally with accountants. Vobis constructs managed portfolios for private clients, though specific asset-class allocations and total assets under management remain undisclosed. Given its accountancy-firm parentage, Vobis almost certainly emphasizes ISAs, pensions, and inheritance-tax mitigation strategies — staples of UK wealth management — rather than venture-stage allocations or direct private investments. The geographic footprint appears concentrated in Yorkshire and the Humber region, with possible reach into Lincolnshire and the East Midlands. Team size and leadership are not publicly documented. Silver Levene itself operates from offices in London's West End, providing audit, tax, and business advisory services to a client base that includes medical professionals, legal practices, and owner-managed businesses. A verifiable operational event from the past 24 months is not available in the public record. Vobis's structural differentiator stems directly from its relationship with Silver Levene — it is a wealth manager built inside an accountancy practice, a configuration more common among regional UK firms than nationally branded wealth platforms. This integrated model allows client portfolios to reflect real-time tax positioning without the friction of external adviser coordination. The succession and governance architecture inherits Silver Levene's partnership structure, though no public filings detail how investment decision-making authority is delegated to the Vobis division.