Investment Quorum is a boutique independent wealth manager and by design wishes to stay this way. The interests of our clients are our paramount concern and we only recruit quality individuals who believe in this culture. By ‘boutique’ we mean that we intentionally remain of modest size in order to maintain quality advice and investment management.

We are advocates of ‘open-architecture’ utilising institutional class custody and trading via our trading provider, 7IM, ensuring that we can deliver high-end financial solutions unfettered by any insurance or pension company bias.  We truly believe that open-architecture is the intelligent way to approach wealth management for both private clients and professional investors.  It allows us to negotiate extremely competitive entry charges from fund managers and product providers thus giving our clients the competitive edge required in wealth accumulation and preservation.

Planning led investment management is achieved via a rigorous process involving a comprehensive appraisal of financial circumstances and then overlaid with an investment plan, either advisory or discretionary, to meet the stated long-term objectives of clients.

We are authorised under the EU Markets in Financial Instruments Directive (MIFID) to provide investment advice throughout the EU and European Economic Area.

Pillar 3 Disclosure Document

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