Lee Robertson


I head up the team at Investment Quorum which is a very deliberately sized boutique independent wealth manager based in the heart of London's financial district. We pride ourselves on delivering multi-award winning financial advice, investment consultancy and investment management to a select number of discerning Private Clients, Trusts and Charities.

We bring clarity and purpose to our clients' financial affairs based around our vision of planning-led wealth management delivered at the completely opposite end of the client service spectrum to the largely homogenised, high-charge offerings of many of the larger players.

As well as looking after my clients I am a regular and passionate contributor to the debate around raising standards in wealth management so can often be found in the press or on TV business programmes discussing personal finance and investment.

Displaying demonstrably high standards within wealth management has led me to help set standards within investment management with current award judging positions for The Financial Times Investment Adviser 100 Club, The Portfolio Adviser Magazine Fund Awards and also a Fund Strategy Magazine Investment Committee role. Personal accolades include being named in the Spear's Wealth Management Index as one of the UK's Top 15 Wealth Managers in 2013, being listed as a Citywealth Leader in 2013 and named as one of London's Top 10 Wealth Advisers by Citywire.

Investment Quorum is authorised and regulated by the Financial Conduct Authority.