Your money, managed with purpose.
Quorum Capital provides professional investment management through your financial adviser.
Quorum Capital provides professional investment management through your financial adviser.
You. Your adviser. Quorum Capital. Three parties working together.
You work with your adviser to define your goals, risk appetite and time horizon.
Your adviser recommends Quorum Capital and manages your overall financial plan.
We manage your investments day-to-day, within the mandate agreed with your adviser.
Your money is managed by a four-member Investment Committee with decades of experience.
Nine risk grades from cautious to adventurous. We match the right portfolio to your profile.
We are not affiliated with any fund provider. We select funds purely on merit.
Flat DFM fee, no performance fees, no hidden charges.
Four steps from first conversation to invested portfolio.
Your adviser assesses your goals, risk appetite and investment horizon.
Your adviser selects the appropriate Quorum portfolio for your circumstances.
Assets transfer in-specie or as cash. We handle all paperwork.
Our committee manages your portfolio. You receive quarterly factsheets and updates.
Your adviser can get you started with Quorum Capital.