Staff at Investment Quorum have carried out an MBO, which has lead to the departure of CEO Lee Robertson as Petronella West steps up to the role.
Staff and directors including West, CIO Peter Lowman and director of private clients Nicholas Rolf were part of the management buyout, which Lowman said had been "discussed for some time" as Robertson decided he wanted to pursue other opportunities. All staff at the firm have become shareholders. Robertson set up Investment Quorum 18 years ago with West and said he has seen it grow from "a fee-biased IFA into a boutique wealth manager with over £250m assets under management". "I have really enjoyed my time at Investment Quorum but I realised there are some other things I want to do be...
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