How It Works

How it works.

Quorum Capital manages investment portfolios on behalf of your clients, so you can focus on providing financial advice.

What is a Discretionary Fund Manager?

A Discretionary Fund Manager (DFM) manages investment portfolios on a day-to-day basis under a mandate agreed with the adviser and client. Unlike an advisory arrangement, the DFM does not need to seek client approval for each trade — allowing faster, more consistent portfolio management.

Quorum Capital acts as DFM for adviser firms across the UK, managing model portfolios on major platforms.

Four simple steps.

From mandate to managed portfolio.

Step 01

Agree the mandate

You and your client agree the risk grade and investment objective.

Step 02

Platform setup

We liaise with the platform to get the portfolio live. All paperwork handled by us.

Step 03

We manage

Our committee takes all investment decisions within the agreed mandate.

Step 04

Ongoing reporting

Quarterly factsheets, performance data and commentary every quarter.

Frequently asked questions.

Do you contact clients directly?: No. We work exclusively through FCA-authorised financial advisers. We never contact your clients directly.
How quickly can we get a client invested?: Typically 5–10 working days from completed application, subject to platform processing.
What happens if a client's risk profile changes?: Contact us and we will agree a mandate change. The portfolio is then rebalanced to the new grade at the next rebalancing opportunity.
Can we use Quorum on any platform?: We are currently live on six platforms. If your platform is not listed, contact us and we will request activation.

Ready to get started?

Request a proposal and we'll walk you through the full onboarding process.

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