Awards

Petronella was awarded Wealth Manager CEO of the Year at the City of London Wealth Management Awards 2022. Petronella was acknowledged for her strategic vision as a leader, dedication to empowering staff and commitment to her clients. Voted for by her colleagues and clients, this award is one which Petronella is particularly proud of.

Since it was founded some 20 years ago, Investment Quorum has been recognised on numerous occasions by various publications, certification bodies and other independent operators in the finance sector.

Some of the awards it has picked up have been for the company as a whole, others have been presented in recognition of the expertise, experience and achievements of individuals within the company – in Client Services, Wealth Management or Investment.

CEO Petronella West has been a recipient of the Personal Finance Society’s Pro-Bono award in recognition of her efforts to share her knowledge and know-how with those who need it is the most, for example, while Director of Private Clients Nick Rolf has been a frequent recipient of the Future Leaders awards which recognise leaders who excel at their work while at the same time making an important contribution to society.

Many of the awards have been presented in recognition of Investment Quorum’s “boutique” approach to wealth management: the Money Marketing awards, for example, recognise, reward and bring together the industry’s leading advisers and providers. Other awards celebrate IQ’s expertise in financial planning – such as the Global Awards’ “UK Financial Planner of the Year” award. Our ability to deliver best-in-class consultancy services has been acknowledged by numerous awards – including the Professional Adviser Firm of the Year Award, while our capabilities in investment have been recognised by Investment Week’s Fund Manager of the Year Award.

More significant and more important to us than any industry award, however, are what our clients themselves say about us. Click here to hear what some of them have to say about their relationship with us at Investment Quorum.