Investment Committee
Investment Committee.
Four specialists make every portfolio decision as a committee. No single voice dominates.
Four specialists make every portfolio decision as a committee. No single voice dominates.
Chief Investment Officer
Paul has over 20 years of experience in multi-asset portfolio management, fund selection and macroeconomic analysis.
Portfolio Manager
John joined Quorum bringing senior investment expertise and independent challenge to the committee's decisions.
Investment Analyst
Chris covers fixed income and brings a practising adviser's perspective to portfolio decisions.
Compliance & Risk
Sarah ensures all investment activity meets regulatory obligations and Consumer Duty requirements.
A documented, recorded process — every decision made collectively and minuted.
Full committee meets monthly to review asset allocation, fund performance and macro outlook.
Every decision is minuted and retained. Advisers can request meeting summaries.
No portfolio change is made without full committee agreement.
Sarah Mitchell provides compliance challenge at every meeting.
Our Business Development team can arrange an introduction call with the Investment Committee.