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How We Are Different
Manage episode 155947365 series 1171875
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Investment Quorum differs in that we are one of the smallest in the UK, we have a team of eleven. Wealth management is typically delivered by the private banks or big investment managers. We think the failings there have been very much that people come and go, the teams can be unstable, the wind changes, new management comes in, different processes happen. This is what we do for a living, day in day out. It is the only thing we do. Stability of team, stability of client and working extremely closely with those clients to optimise their chances of success. We see clients every year, many more than once a year and I think that is incredibly important.
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