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Investment Quorum appoints Ingenious to provide additional client support


Investment Quorum has appointed Ingenious Asset Management to provide additional investment management functionality and support for its clients.

Investment Quorum provides wealth management and financial planning in the UK including financial planning and discretionary investment management services.

In a new post-RDR structure, Ingenious Asset Management will assume the operational management mandate of six of the Investment Quorum risk rated discretionary investment portfolios but they will remain under the strict supervision of Investment Quorum. 
Unlike traditional intermediated or outsourced portfolio management Ingenious Asset Management will adhere to the asset allocation ranges and mandate parameters set by Investment Quorum through its investment committee and the process will be overseen by Investment Quorum chief investment officer, Peter Lowman. Ingenious Asset Management will take instructions from and report to the Investment Quorum investment committee.

This partnership brings economies of scale and a greater degree of joint due diligence and investment management intellect to bear on client portfolios and adds significant operational efficiencies to the trading and dealing conducted on behalf of IQ clients.
The charging structures, designated mandates, investment platforms and tax wrappers chosen by Investment Quorum as part of the financial planning and investment management process on behalf of clients remain unaffected. This arrangement will be reviewed annually for continued suitability.

Lee Robertson, chief executive officer at Investment Quorum, says: “As a boutique business operating in a highly regulated environment we are always looking for operational efficiencies and are well known for continually seeking ways to build upon and enhance our client proposition.  This administrative arrangement will allow our CIO more time to concentrate on our rapidly growing advisory and bespoke investment mandates as well as taking the hugely important oversight function on our asset allocation policy and mandate adherence. We are extremely pleased to have appointed Ingenious Asset Management to support us as their culture, innovation, research and excellence match our own."  

Guy Bowles, chief executive officer at Ingenious Asset Management, says: “We are delighted to have been selected by Investment Quorum to support their market leading investment proposition. Our skills and experience are ideally suited to meet the requirements of working alongside IQ on their client investment mandates. In particular, our shared belief in the benefits of global, multi-asset investing and our expertise in managing risk make this a perfect partnership.” 

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