Profile Previews

Get a glimpse into our company and investor data—powered by the PitchBook Platform

Investment Quorum

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.

Ownership Status
Acquired/Merged
(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

This information is reserved for PitchBook Platform users. To explore Investment Quorum‘s full profile, request access.

Request full access to PitchBook

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
Lee Robertson Founder
Jeremy Sharman Chairman

Investment Quorum Board Members (1)

Name Representing Role Since Contact
Info
000000 0000000 Investment Quorum Chairman 000 0000