Investment Quorum is regularly requested to comment upon industry matters and participate in conferences and seminars.  Sometimes the videos are available so we thought to help you get a flavour of what we are about and how we do things that you might occasionally want to have a look at these so we will bring you a selection from time to time.

Ask Citywire: Ocado or Ocadon’t?

Each week we tackle questions posed by readers on the Citywire Money Forums. This time round we’re joined by Lee Robertson, chief executive of award-winning wealth managers Investment Quorum.

The Emergency Budget

IQ CEO interviewed at Citywire for his initial budget reaction.

Lee Robertson - how many more Keydatas might there be?

It’s a sorry state of affairs when the regulatory authorities can simply demand money - and from the wrong people.

New Model Advisor Conference

Petronella helps open Citywire New Model Adviser Conference talking about discretionary management.

AdviserCam: Robertson to Darling - ‘must try harder’

Lee Robertson lists the attacks on private pensions contained in the Pre-Budget Report – and notes a slight discrepancy between the tax they will raise and the budget hole it needs to fill. Yet again pensions are being used as a ‘political football’, and many of the changes are unfair and disingenuous.

Threadneedle: Absolute return bond funds

Lee Robertson amongst wealth managers commenting on Threadneedle and the requirement for stable income.

Lee Robertson – we forget just how well IFAs are doing

Reading the latest batch of reports on the sector makes it clear how highly clients value their advisers and wealth managers, and where there are gaps in the market to be explored, says Lee Robertson, chief executive of Investment Quorum.

Lee Robertson – Budget good and bad, but mostly bad

Investment Quorum’s Lee Robertson judges the Chancellor’s performance and finds that the numbers don’t really add up.

Lee Robertson – Don’t take it out on the savers, Darling

The country’s in a ‘bit of a mess’, but the Chancellor shouldn’t use it as an excuse to turn the screws on small savers and investors, says Investment Quorum’s Lee Robertson.

Conference 2009 – crunch time for ethical funds?

The credit crunch has demonstrated that investors should think beyond short-term profit, according to F&C’s associate director of governance and sustainable investment Sagarika Chatterjee, who argues advisers have a responsibility to educate clients on what ethical investment means.  Some advisers argue that they should always be offered to investors but Lee Robertson of Investment Quorum and others question whether ethical investing will ever shrug off its niche status.

New Model Adviser® Brighton Retreat: Evolving as discretionary managers

Lee Robertson of Investment Quorum believes financial planners should be bringing their investment management back in house and make the move to discretionary management.  After presenting he was interviewed on his views.

Conference 2009 – using pension guarantees to manage risk

Investor confidence has been sorely tested, so how can advisers encourage their clients back into the markets?

MetLife’s Peter Carter argues guarantees are a more effective way of rebuilding faith in saving than asset allocation and lifestyling, and believes 2009 will be the ‘year of the guarantee’.

Lee Robertson says the cost of guarantees is high although of use to some clients.  Other advisers give their views.  Following the FSA’s thematic review into pension switching, consolidation also comes under the spotlight. Adviser Nick McBreen believes consolidating pensions is a no-brainer, but Lee warns that documentation must improve in light of the FSA’s findings.

Citywire Film for New Model Adviser® Awards and Conference

Petronella West is amongst the leading advisers shown in this Citywire preconference video.