Investment Quorum

by Investment Quorum

Investment Quorum
  • Language: eng
  • Episodes: 18
  • Last: 9 Feb 2016
Podcast by Investment Quorum

Episodes (18)

  • Our Approach To Investment Management
    Our Approach To Investment Management
    Play
    Published: 9 Feb 2016 Duration: 01:16
    Our approach to investment management is based upon a multi-asset approach. So what do I mean by that? What I mean is that it takes cash, bonds, equities, real estate and some alternative investments all blended into a portfolio. Those port... Read more →
    Our approach to investment management is based upon a multi-asset approach. So what do I mean by that? What I mean is that it takes cash, bonds, equities, real estate and some alternative investments all blended into a portfolio. Those port... Read more →

  • Active Versus Passive Investment
    Active Versus Passive Investment
    Play
    Published: 4 Aug 2015 Duration: 03:24
    A short podcast with IQ's CEO, Lee Robertson, discussing the following: -What is the active versus passive argument? -How would a passive fund manager work? -How would a active fund manager work? -Which is better - active or passive?
    A short podcast with IQ's CEO, Lee Robertson, discussing the following: -What is the active versus passive argument? -How would a passive fund manager work? -How would a active fund manager work? -Which is better - active or passive?

  • How Our Team Works
    How Our Team Works
    Play
    Published: 9 Feb 2016 Duration: 01:47
    The investment quorum is a team. There is myself, there is the Director Private Clients, Petronella West and she has around 25 years of financial planning experience and my Chief Investment Officer, Peter Lowman, has over 40 years professio... Read more →
    The investment quorum is a team. There is myself, there is the Director Private Clients, Petronella West and she has around 25 years of financial planning experience and my Chief Investment Officer, Peter Lowman, has over 40 years professio... Read more →

  • The Process Of Becoming A Client
    The Process Of Becoming A Client
    Play
    Published: 9 Feb 2016 Duration: 01:41
    Should someone wish to decide investigate becoming a client of Investment Quorum, it is a pretty detailed process. The first meeting, typically is about an hour or an hour and a half. Typically it is held at our expense. We think it is righ... Read more →
    Should someone wish to decide investigate becoming a client of Investment Quorum, it is a pretty detailed process. The first meeting, typically is about an hour or an hour and a half. Typically it is held at our expense. We think it is righ... Read more →

  • What Is Wealth Management
    What Is Wealth Management
    Play
    Published: 9 Feb 2016 Duration: 01:06
    Wealth management is the combination of financial planning, investment management, investment consultancy and risk tolerances appropriate to a client. The scope of financial planning and wealth management is all about protection for their f... Read more →
    Wealth management is the combination of financial planning, investment management, investment consultancy and risk tolerances appropriate to a client. The scope of financial planning and wealth management is all about protection for their f... Read more →

  • Why We Are Benchmarked
    Why We Are Benchmarked
    Play
    Published: 9 Feb 2016 Duration: 01:27
    At Investment Quorum we have always taken it seriously that we must be benchmarked by others. It is all right for us to say we think we know what we are doing but we think it is right that others come in and look at our processes look at wh... Read more →
    At Investment Quorum we have always taken it seriously that we must be benchmarked by others. It is all right for us to say we think we know what we are doing but we think it is right that others come in and look at our processes look at wh... Read more →

  • Examples Of Our Work
    Examples Of Our Work
    Play
    Published: 9 Feb 2016 Duration: 02:42
    As part of the overall wealth management process it is perhaps worth describing some of the typical things that are going on right now. We are doing a large probate valuation for a client. We have just worked out with a client how to take t... Read more →
    As part of the overall wealth management process it is perhaps worth describing some of the typical things that are going on right now. We are doing a large probate valuation for a client. We have just worked out with a client how to take t... Read more →

  • How We Are Different
    How We Are Different
    Play
    Published: 9 Feb 2016 Duration: 01:07
    Investment Quorum differs in that we are one of the smallest in the UK, we have a team of eleven. Wealth management is typically delivered by the private banks or big investment managers. We think the failings there have been very much that... Read more →
    Investment Quorum differs in that we are one of the smallest in the UK, we have a team of eleven. Wealth management is typically delivered by the private banks or big investment managers. We think the failings there have been very much that... Read more →

  • Understanding Risk
    Understanding Risk
    Play
    Published: 9 Feb 2016 Duration: 01:33
    Understanding risk is really important. I think it is important both from the wealth manager’s point of view but particularly from the client point of view. The minute you take money from a deposit account, well arguably there is still risk... Read more →
    Understanding risk is really important. I think it is important both from the wealth manager’s point of view but particularly from the client point of view. The minute you take money from a deposit account, well arguably there is still risk... Read more →

  • Our Typical Client
    Our Typical Client
    Play
    Published: 9 Feb 2016 Duration: 01:11
    It’s hard to describe a typical client of Investment Quorum but I think they have one thing in common they have chosen to get very involved in their own financial affairs but they are looking for help, they are looking for support. They are... Read more →
    It’s hard to describe a typical client of Investment Quorum but I think they have one thing in common they have chosen to get very involved in their own financial affairs but they are looking for help, they are looking for support. They are... Read more →

  • The Importance Of Pension Planning
    The Importance Of Pension Planning
    Play
    Published: 9 Feb 2016 Duration: 01:23
    Pensions are a big issue in financial planning and wealth management. Particularly at the moment as there are so many changes going on. We are right in the middle of the transition from the paternalistic State and employer through to the fu... Read more →
    Pensions are a big issue in financial planning and wealth management. Particularly at the moment as there are so many changes going on. We are right in the middle of the transition from the paternalistic State and employer through to the fu... Read more →

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