Investment Quorum

  • PA ANALYSIS: What can your clients teach you?

    PA ANALYSIS: What can your clients teach you?

    Unexpected item in your bagging area? Morrisons is apparently ditching its self-service checkouts in favour of hiring more staff after customer feedback. But what about financial services – what can we learn from clients’ preferences?

  • PA ANALYSIS Watch out for those ETFs

    PA ANALYSIS Watch out for those ETFs

    Innovative, nimble and cheap, ETFs have taken over the investment world by storm with their competitive and innovative offerings.

  • IQ appoints Ingenious for model portfolio admin

    IQ appoints Ingenious for model portfolio admin

    Wealth manager Investment Quorum has forged a strategic partnership with Ingenious Asset Management in a bid to improve its efficiencies in a post-RDR environment.

  • good news for those prepared to commit

    good news for those prepared to commit

    There is risk in them there hills but, as Lee Robertson argues, for those prepared to be brave and make a positive investment decision, the rewards are there.

  • keep calm and carry on investing in commodities

    keep calm and carry on investing in commodities

    Despite the recent market volatility and jump in commodity prices, Lee Robertson still sees them as a good medium to long-tertm investment.

  • Western world still relies on US to lead the recovery

    Lee Robertson is convinced that the western world is still as dependent as ever on the US recovery.

  • The IMA should stop patronising fund buyers

    Lee Robertson says the IMA should do its own homework before suggesting others are not doing theirs.