For Financial Advisers
Model Portfolio Service · For Financial Advisers

Discretionary investment management,
built for advisers.

Quorum Capital provides risk-graded, multi-asset model portfolios on the platforms your clients already use. Open architecture, no fund affiliations, and a single committee of investment specialists making the calls.

10
Portfolios
3
Ranges
4
Committee members
6
Platforms
Live · Core RG3 +9.2% YTD
Live portfolio · Core Range
Quorum Core RG3 · Cumulative growth of £100,000
£128,400 +28.4%
Portfolio IA Mixed 40–85% May '23 — Apr '26
1Y
+9.2%
3Y
+28.4%
Vol 3Y
8.4%
OCF
0.78%

Past performance is not a reliable indicator of future results. Capital is at risk.

FCA Authorised · No. 601037

Why Quorum.

Four reasons advisers run their MPS panels through us — and stay.

Investment committee pedigree

Portfolios managed by a four-strong Investment Committee with combined experience across discretionary management, financial planning and capital markets.

Meet the committee

Value for money

Competitive DFM pricing across all three ranges. No hidden fees, no fund affiliations, no performance fees.

View our fees

Easy to access

Available on the platforms your clients already use — Fundment, Aviva, Fidelity, M&G, Utmost and HSBC.

See platform list

Open architecture

We are not affiliated with any fund provider. Our committee selects whichever funds best fit the strategy.

How we pick funds

Our principles.

Five rules the Investment Committee applies to every portfolio decision.

01

Discipline over prediction

We build portfolios for the next economic cycle, not the next news cycle.

02

Diversification, properly

Asset classes, regions, styles and vehicles. We treat correlation as the master variable.

03

Open architecture, no exceptions

Funds picked on merit. No fund affiliations, no revenue-sharing arrangements.

04

Committee, not cult

Every portfolio decision is approved by the full committee. No single voice dominates.

05

Adviser-first, always

We support advisers. We never compete with you and never contact your clients directly.

How we work.

Four steps from onboarding to ongoing reporting.

Step 01

Agree the mandate

You and your client agree on the risk grade and investment objective. We map that to the right portfolio from our Core, Passive or Income range.

Step 02

Transfer assets

Assets transfer in-specie or as cash. We handle all paperwork and liaise directly with the platform to make the process seamless.

Step 03

We manage, you advise

Our committee takes all investment decisions. You stay focused on the client relationship, financial plan and suitability.

Step 04

Quarterly reporting

You receive branded factsheets, performance data and investment commentary every quarter — and ad hoc updates when markets move.

Available everywhere.

Quorum MPS is live on six adviser platforms. Cannot see yours? Tell us — we will request activation.

Fundment Q-Tech
Aviva
Fidelity Adviser Solutions
M&G Wealth
Utmost Bonds
HSBC Bonds
Cannot see your platform? Request your platform →

Ready to add Quorum to your

Speak with our Business Development team. No obligation — we will walk you through the portfolios, pricing and onboarding process.