Investment Quorum
2000
FOUNDED
M&A
STATUS
1-10
EMPLOYEES
M&A
LATEST DEAL TYPE
1
FINANCING ROUNDS
Description
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.
Website
Ownership Status
Acquired/Merged
(Operating Subsidiary)
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Other Industries
Other Capital Markets/Institutions
Other Financial Services
Parent Company
Primary Office
- Guildhall House
- 85 Gresham Street
- London EC2V 7NQ
- England, United Kingdom
+44 020 0000 0000
Investment Quorum Valuation and Funding
| Deal Type | Date | Amount | Post-Val | Valuation/ EBITDA |
Debt | Status |
|---|
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| Name | Title | Board Seat |
Contact Info |
|---|---|---|---|
| Petronella West | Chief Executive Officer | ||
| Peter Lowman | Chief Investment Officer, Director & Member of Investment Committee | ||
| Lee Robertson | Founder | ||
| Jeremy Sharman | Chairman |
Investment Quorum Board Members (1)
| Name | Representing | Role | Since | Contact Info |
|---|---|---|---|---|
| 000000 0000000 | Investment Quorum | Chairman | 000 0000 |