Investment Quorum Overview

  • Founded
  • 2000

  • Status
  • Acquired/​Merged

  • Employees
  • 8

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Investment Quorum General Information


Provider of wealth management services. The company offers advice and detailed financial planning including debt analysis, retirement devising, insurance analysis and planning, estate and inheritance tax planning, investment review, portfolio management, return strategies and portfolio lending services, based on aspirations, goals, and value for private clients, charities, and trustees.

Contact Information

Ownership Status
(Operating Subsidiary)
Financing Status
Formerly PE-Backed
Primary Industry
Asset Management
Other Industries
Other Financial Services
Parent Company
Primary Office
  • Guildhall House
  • 85 Gresham Street
  • London EC2V 7NQ
  • England, United Kingdom
+44 020 0000 0000

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Investment Quorum Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Investment Quorum Executive Team (4)

Name Title Board Seat Contact Info
Petronella West Chief Executive Officer
Peter Lowman Chief Investment Officer, Director & Member of Investment Committee
Jeremy Sharman Chairman
Lee Robertson Founder
To view Investment Quorum’s complete executive team members history, request access »

Investment Quorum Board Members (1)

Name Representing Role Since
000000 0000000 Investment Quorum Chairman 000 0000
To view Investment Quorum’s complete board members history, request access »

Investment Quorum Signals

Growth Rate

0.80% Weekly
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers


Similarweb Unique Visitors


Majestic Referring Domains


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