David Kaplan – COO

David has worked mainly in the not-for profit sector and has extensive experience of leading senior management teams as both a Chief Executive and Director of Operations.

He also has led the charge in facilitating change within small and large organisations alike. In his former roles he has also been responsible for major gifts and trusts fundraising and senior professional recruitment and ongoing professional development and has worked with a range of UHNW individuals. At Generations, David brings this extensive experience to his role and is responsible for delivering strategic consulting, high-level support to key clients alongside his role as Chief Operating Officer for SBC Group. David is and has been a Trustee of several UK charities mainly focused on the student, welfare and associated support spheres.

STRATEGIC IT

Strategic IT are a key member of the SBC Group partner ecosystem. Strategic IT are business technologists that help our clients to define and deliver the operations and technology their business’ require. These services fall under three broad headings; review, deliver and modernise.

Engage Strategic IT to review your current technology to identify opportunities to consolidate, modernise, save money, align to your business goals and grow. Typical engagements include cross-organisation review of current technology, comparison to industry/digital best practice, analysis of business alignment and opportunities for cost saving, efficiency and growth.

Strategic IT have deep expertise in delivering change and operating models to increase capability while remaining aligned to the business strategy. This will include roadmap-based planning/execution, project delivery, turnaround of failing projects and costs optimisation activity.

A focal point many of Strategic IT’s projects is modernising the business technology platform to take advantage from the scalability and integration capability that data, digital, cloud and app-based collaborative working delivers.

Strategic IT is headed by Paul Krisman, an experienced executive with a reputation for successful delivery leading major technology initiatives supporting a wide range of organisations ranging from global multi-nationals (HSBC, Lloyds’ Register, Deutsche Bank) to SMEs in industries as diverse as media, medtech, cyber-security, telecoms and real-estate.

SORBUS PARTNERS

SORBUS PARTNERS is a Private Investment office, which means that we look after the finances of a small number of clients.

It was established in 2012 and we have the capabilities and investment strengths of a major financial institution coupled with the focus and expertise of a boutique company.

Our clients are usually entrepreneurs and we work with them and their families to achieve whatever their long term objectives are with their wealth.

We offer our clients simplicity, clarity and confidence in the management of their wealth. In an increasingly complex world we are problem-solvers, neither bound by formality nor constrained by convention. However challenging the global financial situation may be, our extensive experience lies in managing these changing probabilities and risks.

We set ourselves industry leading standards for service, performance and integrity and we strive to continuously maintain and improve them. Our advice is crisp, clear and decisive. We avoid jargon, ambiguity and imprecision.

SORBUS is aligned with the clients we serve. We invest our own assets in the same way as those of our clients; we believe we should have ‘skin in the game’. The passion and conviction of the Partners means you will get our very best work.

We are highly qualified and experienced subject matter experts and SORBUS has been shaped by our understanding of what clients want. We will always act with integrity and will treat your best interests as if they are our own. Because they are. We endeavour to guard our clients against high costs, poor performance and unsuitable risks.

Many firms claim to deliver excellent service. SORBUS clients know what that feels like.