Investment

Management

We offer discretionary investment management to individuals and their families, and to charities. We take a long term approach to investing and we believe this gives us an advantage in a world where markets and media are increasingly focused on short term news.

Investment

Management

Your long-term

investment partner

We aim to build long term relationships with our clients and support them through the generations.

Performance

and service

We focus on providing a personal service where clients have a direct relationship with their investment manager.

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Quorum MOB

Investments

Discretionary

investment management

We manage your portfolio, and make all investment decisions on your behalf.

AIM listed

portfolio service (ALPS)

Superior growth potential, and tax advantages that help protect your wealth.

Discretionary

managed ISAs

A tax-efficient way to save and invest.

Charity and

trust services

Managing funds effectively and in line with regulatory and other obligations.

LF Quorum MOB

Worldwide Fund

Aiming for capital and income growth by investing in UK and global equities.

OEICS and

unit trusts

Tax-efficient wrappers to manage individual or family funds.

Advice and product fees may apply. The value of investments and the income from them can fall as well as rise, and you may not recover the amount of your original investment.

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