Why We Are Benchmarked
At Investment Quorum we have always taken it seriously that we must be benchmarked by others. It is all right for us to say we think we know what we are doing but we think it is right that others come...
9 Helmi 20161min
What Is Wealth Management
Wealth management is the combination of financial planning, investment management, investment consultancy and risk tolerances appropriate to a client. The scope of financial planning and wealth manage...
9 Helmi 20161min
Understanding Risk
Understanding risk is really important. I think it is important both from the wealth manager’s point of view but particularly from the client point of view. The minute you take money from a deposit ac...
9 Helmi 20161min
The Process Of Becoming A Client
Should someone wish to decide investigate becoming a client of Investment Quorum, it is a pretty detailed process. The first meeting, typically is about an hour or an hour and a half. Typically it is ...
9 Helmi 20161min
The Importance Of Pension Planning
Pensions are a big issue in financial planning and wealth management. Particularly at the moment as there are so many changes going on. We are right in the middle of the transition from the paternalis...
9 Helmi 20161min
Our Typical Client
It’s hard to describe a typical client of Investment Quorum but I think they have one thing in common they have chosen to get very involved in their own financial affairs but they are looking for help...
9 Helmi 20161min
Our Financial Planning Process
We take a six step process to financial planning. In fact we follow the ISO 22222 standard which is the international planning standard. There are a couple of them but that is arguably the main one. S...
9 Helmi 20161min
Our Approach To Investment Management
Our approach to investment management is based upon a multi-asset approach. So what do I mean by that? What I mean is that it takes cash, bonds, equities, real estate and some alternative investments ...
9 Helmi 20161min
