Investment Quorum's Petronella West becomes CEO after MBO: Robertson steps down
'Fantastic ambassador'
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...
More on Advisory
Generation X: The 'huge' investment gap between men and women
£15bn investment gap
FCA bans adviser brothers convicted of £17m fraud
'Elaborate breach of trust'
Tavistock and Lighthouse join forces to create investment management service
Tavistock plans fundraising
Revealed: The winners of the Women in Financial Advice Awards 2018
Tilney scoops two awards
More news
Brexit Blog: Live updates as May wins confidence vote
Latest news and analysis
SYZ AM appoints M&G veteran Nott as CEO
Effective 7 January
Theresa May survives vote of no confidence
200 votes in favour
Franklin Templeton recruits emerging markets duo
Based in Shanghai
Using active ownership to engage with companies on ESG issues
INDUSTRY VOICE: Consideration of ESG issues does not end when the investment decision is made. Through active engagement and voting, investors and companies work to improve the management of risk and create conditions for long-term outperformance.