For Investors

Your money, managed with purpose.

Quorum Capital provides professional investment management through your financial adviser.

How discretionary management works.

You. Your adviser. Quorum Capital. Three parties working together.

1

You

You work with your adviser to define your goals, risk appetite and time horizon.

2

Your Adviser

Your adviser recommends Quorum Capital and manages your overall financial plan.

3

Quorum Capital

We manage your investments day-to-day, within the mandate agreed with your adviser.

Professional management

Your money is managed by a four-member Investment Committee with decades of experience.

Risk-graded portfolios

Nine risk grades from cautious to adventurous. We match the right portfolio to your profile.

Open architecture

We are not affiliated with any fund provider. We select funds purely on merit.

Transparent fees

Flat DFM fee, no performance fees, no hidden charges.

Getting started.

Four steps from first conversation to invested portfolio.

  1. 1

    Talk to your adviser

    Your adviser assesses your goals, risk appetite and investment horizon.

  2. 2

    Adviser recommends Quorum

    Your adviser selects the appropriate Quorum portfolio for your circumstances.

  3. 3

    Transfer assets

    Assets transfer in-specie or as cash. We handle all paperwork.

  4. 4

    We manage, you monitor

    Our committee manages your portfolio. You receive quarterly factsheets and updates.

Ready to take the next step?

Your adviser can get you started with Quorum Capital.