Welcome to Quorum Capital

A Smarter Way to Manage Investments

Actively managed risk targeted Model Portfolios that cater to your clients risk profiles

Quorum Capital is a discretionary investment management firm that specialises in managing model portfolios built on data-driven precision. By leveraging decades of expertise, we design risk-targeted strategies that identify suitable investments from asset classes such as equities, fixed income, property, and commodities. Our focus is to provide stable, liquid portfolios that are aligned with investor objectives.

About Us

Precision-Driven Portfolios for Modern Advisers

We are a London-based discretionary fund management company, united by our belief in the transformative power of financial markets. Through mathematical precision and the analysis of decades of market data, we construct portfolios that capitalise on market opportunities others might overlook. Our partnership with advisory firms is built on our core belief that rigorous analysis and active management can create lasting wealth for investors.
We focus exclusively on developing investment solutions that enable advisers to deliver exceptional outcomes for their clients. This commitment to excellence in both portfolio management and adviser support drives everything we do.

Get Support

info@quorumcapital.com

Model Portfolio Solutions

Risk-Profiled Solutions for Every Investment Need

Passive Portfolio Range:

The three Quorum Passive Portfolios (Cautious, Balanced and Growth) are suitable for clients who want a low cost, market driven investment portfolio managed within risk assessed guidelines.

Ethical & SRI Portfolios

For clients who prioritise socially responsible investing (SRI), our ethical portfolios select funds based on strict environmental, social, and governance (ESG) criteria.

Income & Growth Portfolios

Designed to provide regular income distributions while maintaining capital growth potential, balancing income-generating assets with long-term investment strategies.

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Individuals

Our active portfolio management is available through your financial adviser, offering risk-managed investment solutions across ISAs, pensions, and investment accounts.

Financial Advisers

We provide institutional-grade portfolio management that integrates with your practice, available on major platforms including Fundment, Fidelity, Aviva, and M&G.

Partner with AWI Group

A Partnership Approach to Practice Acquisition

As part of the AWI Group, Quorum Capital offers a pathway for wealth management firms considering succession or exit strategies. AWI specialises in acquiring advisory practices, ensuring a seamless transition for your clients through superior service and advanced technology solutions. We provide flexible acquisition models, including full company purchases and asset acquisitions, tailored to meet the unique needs of your business.

Our Approach to Portfolio Management

Our success is built on a systematic, data-driven approach to investment management:

Market Analysis

We establish 6-12 month forward-looking views on the global economy to identify regions, sectors, and asset classes with the highest potential for capital appreciation based on our economic outlook.

Fund Selection

Through proprietary analysis of our available fund universe, we evaluate performance metrics including upside capture, downside risk, Sharpe ratios, volatility, and 1/3/5 year total returns to identify optimal funds for each sector.

Portfolio Construction

Portfolio Rebalancing

Daily portfolio analysis ensures performance meets our expectations, with monthly balance assessments to evaluate fund suitability and identify new opportunities that warrant portfolio adjustments.

Testimonials

Proven Results for Clients
Around the World

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