Investment Quorum CEO wins wealth management award

October 28, 2015 admin

 

WM Awards winner 2015

 

 

 

 

 

 

 

 

Investment Quorum CEO wins wealth management award

The following is a press release outlining how Lee was honoured this week at the definitive UK wealth management awards held at the Savoy Hotel in London when he was named Asset Manager of the Year for High Net Worth Investors.

 

Investment Quorum Press Release

Lee Robertson, CEO at independent London-based boutique wealth manager Investment Quorum – one of the wealth management industry’s best known and most respected figures – has been declared ‘Asset Manager of the Year for High Net Worth Investors’ at the prestigious Spear’s Wealth Management Awards. Dubbed the ‘Oscars of the Wealth Management world’ by the London Evening Standard in earlier years, the highly sought after Awards celebrate the innovations and successes of entrepreneurs, philanthropists, private bankers and wealth managers, and were presented by David Smith, Economics Editor for the Sunday Times in a glittering ceremony staged at London’s Savoy Hotel on Monday evening (26th October).

The ‘Asset Manager of the Year for HNW Investors’ category is awarded to an individual “who has demonstrated outstanding returns and services to High Net Worth individuals in the UK, specialising in managing investable assets between £500,000 and £15 million, in 2014-15.” The judges were asked to pay particular attention to changes in assets under management, market performance, broader services and innovation, as well as client feedback.

Spear’s, once dubbed “a cross between Forbes and Vanity Fair”, by financier and environmentalist Ben Goldsmith, singled Robertson out as the winner from a very strong shortlist, sporting some of the best-known names in the world of wealth management. The judging panel, chosen from across the private client spectrum, singled Robertson out for praise for his “exceptional track record and fine results over the past year.” The firm’s recent move to larger offices cements a year marked by strong client growth, and much was made of feedback from clients in making the award.

Robertson dedicated this most recent Award to his “outstanding” team. “At Investment Quorum we put the client first, every time – and whilst this award is made to a named individual, I view it very much as recognition for a real team effort on behalf of our clients, who have entrusted us with their investable assets, a responsibility we take extremely seriously.

“The Spear’s award is an excellent reward for all the hard work the team have committed in building the reputation we enjoy today, within the wealth management industry, and increasingly in the broader public arena. As a smaller firm, working in a sector populated by many larger and sometimes better-known firms, we are proud to have landed an award of such prestige and to be flying the flag for the very best that boutique wealth management can offer.”

The Spear’s award comes in the wake of Robertson being listed for the second consecutive year within the Spear’s 500 Index of all private client specialists as ‘exceptional in field’ within the top ten UK HNW wealth managers.

 

Spears trophies

 

 

 

 

 

Investment Quorum CEO wins wealth management award is a press release issued on 28th October 2015.

The post Investment Quorum CEO wins wealth management award appeared first on Investment Quorum.

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