As CTO, Elliot drives business digitisation under the Helix program, ensuring technological efficiency and regulatory compliance, while advising the board and supporting ongoing company development.
Elliot transformed Investment Quorum from a traditional wealth manager into a technology-led firm, earning IQ the PWM/Financial Times award for Best Wealth Manager in the UK for Use of Technology. Since joining in 2019 he has built the firm's website, CRM, HR systems, and the unified data layer behind every client interaction and decision.
He leads Helix, IQ's digital wealth platform, built on Next.js and integrated directly with Seccl's API-first custody infrastructure. Helix gives advisers and clients a single live view of portfolios, onboarding, dealing, transfers and documents, with role-specific interfaces, automatic versioning and a complete audit trail.
Elliot designed IQ's SASE-based cloud security framework, combining CrowdStrike and Cloudflare to protect client data, APIs and endpoints, intercepting over 1,200 threats in a single month without disruption. He has embedded AI throughout the firm, using frontier models from Anthropic and Google to draft suitability reports, interpret client documents, and support Consumer Duty evidence across the book.
A Durham Natural Sciences graduate, he completed the 2024 Sierra Leone Marathon in support of Street Child, a cause close to IQ's heart.
