I am the Chief Investment Officer 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 Private Clients, Trusts and Charities.
The team bring clarity and purpose to our clients' financial affairs based around our vision of planning-led wealth management delivered at the opposite end of the scale to that offered by some of the larger players who seem to offer homogenised, impersonal advice.
My role is to support the advisory team as I head up the investment management side of the business. I bring over forty years experience, mainly gained at Cazonove's to this exciting role.
I am extremely proud of the reputation that we have built for investment management in such a short period of time. We have made the FT List of leading wealth managers for the last four consecutive years as well as many other awards.
We are authorised and regulated by the Financial Conduct Authority.