Unlike many of our contemporaries we have the expertise to offer a fully comprehensive investment management service in-house.  We actively build portfolios from managers who are consider to be ‘best of breed’ across all sectors, geographical areas and asset classes for optimum results.

We believe that

  • Broad diversification at all levels to match risk tolerance
  • Long term strategic asset allocation
  • Use of specialists within sectors and asset classes
  • All underpinned by research, discipline and conviction
Should deliver consistently superior long term results.

The investment services we offer clients include

  • Multi-asset portfolios
  • Portfolio management
  • Alternative and leveraged investments
  • Portfolio lending (via our custody and trading partner)
  • Risk graded investment strategies
  • Absolute and total return strategies
  • Tactical cash solutions
  • Multi-currency portfolio options

Our investment analysis and research, overseen by the

IQ Investment Committee, means that our clients can rest easily knowing that we have brought institutional class investment research from both in house and independent sources to any investments we recommend.


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A few words about investment risk.  It is impossible to totally eradicate risk from savings and investment.   Even deposit accounts are at risk from the financial security of the underlying institution and inflation.  However, we work very hard to understand the risk tolerance of our clients allied to their agreed requirements detailed within the Intelligent Wealth Plan to ensure that any solutions we offer are suitable and acceptable.


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Risk can be mitigated and managed via suitable asset allocation. This means we will actively review a clients portfolio to ensure that managers we have chosen are replaced if their performance drops significantly and investment classes and styles will also be constantly monitored to take account of changing economic circumstances.

Diversification:

  • is the most common way to manage risk by not placing all of your eggs in the same basket
  • assumes you can’t be right all of the time - it hedges your bets by investing across the spectrum of asset classes, investment styles and money managers
  • is a prudent and effective way to invest
  • is an investment approach designed to meet a client’s long-term goals in conjunction with the expertise of Investment Quorum
  • is designed to counter prolonged periods of rises or falls in the prices of stocks and bonds which are part of the normal investment cycle


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Registered in England and Wales No. 4064060. Registered Office: 65 Duke Street, London W1K 5AJ
Investment Quorum Ltd is authorised and regulated by The Financial Services Authority.
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