Discretionary investment management,
built for advisers.
Quorum Capital provides risk-graded, multi-asset model portfolios on the platforms your clients already use. Open architecture, no fund affiliations, and a single committee of investment specialists making the calls.
Past performance is not a reliable indicator of future results. Capital is at risk.
Why Quorum.
Four reasons advisers run their MPS panels through us - and stay.
Investment committee pedigree
Portfolios managed by our Investment Committee with combined experience across discretionary management, financial planning and capital markets.
Meet the committeeValue for money
Competitive DFM pricing across all three ranges. No hidden fees, no fund affiliations, no performance fees.
View our feesEasy to access
Available on the platforms your clients already use - Fundment, Aviva, Fidelity, M&G, Utmost, Chesnara and Quilter.
See platform listOpen architecture
We are not affiliated with any fund provider. Our committee selects whichever funds best fit the strategy.
How we pick fundsOur principles.
Five rules the Investment Committee applies to every portfolio decision.
Discipline over prediction
We do not chase short-term forecasts. We build portfolios for the next economic cycle, not the next news cycle.
Diversification done properly
True diversification spans asset classes, regions, styles and investment vehicles. We treat correlation as the master variable, not just the count of holdings.
Open architecture, no exceptions
We pick funds purely on merit. Quorum has no fund affiliations and no revenue-sharing arrangements with managers.
Committee, not cult
Every portfolio decision is approved by our full investment committee. No single voice dominates.
Adviser-first, always
We exist to support financial advisers. We do not compete with you, and we never contact your clients without your involvement.
How we work.
You own the client relationship. We own the portfolio decisions.
Risk profile
Using our risk-profiling tool (the Quorum AHP questionnaire), your adviser matches you to one of our risk grades, from Cautious through to Aggressive.
We pick the funds
Our Investment Committee selects funds available on your platform that best fit your risk grade. Open architecture, no fund affiliations.
We manage the portfolio
We monitor markets daily and rebalance when appropriate, keeping the portfolio aligned to your risk grade and investment objective.
You stay in control
All client communication runs through your adviser. We provide regular reports and commentary that your adviser shares with you.
Our portfolios.
Three ranges. Ten portfolios. Four risk grades.
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Core Range
Quorum Core
Our flagship multi-asset range. Five risk grades from Cautious to Adventurous, using active and passive funds.
RG2 RG3 RG4 RG5 RG3 Ethical -
Passive Range
Quorum Passive
Index-tracking portfolios across four risk grades. Lower OCF, same committee oversight.
Cautious Balanced Growth -
Income Range
Quorum Income
Designed for clients in drawdown or seeking regular income. Natural yield with capital preservation focus.
Income & Growth Ethical Income
Open an account.
Your client's Quorum MPS can be held across a range of tax wrappers on your chosen platform.
ISA
Stocks & Shares ISA
GIA
General Investment Account
Pension
SIPP & personal pension
JISA
Junior Stocks & Shares ISA
Onshore Bond
Via Utmost & Chesnara
Offshore Bond
Via Utmost International
Where to find us.
Quorum MPS is live on seven adviser platforms. Cannot see yours? Tell us - we will request activation.
Ready to add Quorum to your MPS panel?
Speak with our Business Development team. No obligation - we will walk you through the portfolios, pricing and onboarding process.