Wealth & finance International - Finance Awards 2016

www.wealthandfinance-intl.com 27 Best Wealth Management Boutique – UK & Award for Excellence in Tax Efficient Strategies - UK Investment Quorum is a highly regarded boutique Private Client Wealth Management business. We invited CEO and Founder Lee Robertson to tell us more about the firm and the range of services it offers. Company: Investment Quorum Limited Name: Lee Robertson, CEO, Chartered Wealth Manager Email: [email protected] Web Address: www.investmentquorum.com Address: Guildhall House, 85 Gresham Street, London EC2V 7NQ Established in 2000, Investment Quorum are true wealth managers covering the basic building blocks of financial planning including protection, trusts and tax and pension planning through to bespoke investment portfolios. Working with a wide range of clients including successful entrepreneurs and senior managers and executives who are looking for a close working relationship with a boutique wealth manager and not the cookie cutter approach of so many larger investment managers and private banks, Investment Quorum are committed to offering a unique, client focused approach, as Lee empathises. “The best interests of our clients are of paramount importance to our business model and we therefore only employ motivated people who believe in and enjoy working with our culture. We strive to innovate and to exceed expectations in every way. Overall we are an incredibly thoughtful business and believe that to be technically competent and client focused should be a given. Further, we actively contribute to our sector by speaking at conferences, engaging with the regulator and various think tanks as well as being regular and respected press commentators.” Over the past twelve months the firm has had strong growth, with its model portfolio performance remaining strong and its bespoke investment solutions having benefitted from strong and sustained growth, which has led to high client satisfaction. In order to build upon this success, moving forward the firm remain committed to continuing to grow and attract new clients by offering new services, as Lee concludes. “Looking ahead, we continue to work on our digital offering as well as our face to face offering, as well as working with demanding private client professionals such as lawyers and accountants assisting them with the complex financial planning affairs of their clients. This is an area of real development for us and we are excited about the future and the opportunities this new market will bring.” “Finally, we would like to express our pride in having won this award and trust that it shows. We have a continuing commitment to deliver the best possible wealth management and investment management service to our clients and the clients of allied private client professionals.” FI160047 Investment Quorum Limited