Can advisers access committee meeting minutes?

Investment Committee minutes are internal governance records and are not published. They are recorded and retained for the firm's own compliance and oversight purposes. Adviser firms can request the adviser due diligence pack, which summarises the firm's investment governance arrangements.

Who chairs the Quorum Capital Investment Committee?

Paul Chatterjee chairs the monthly Investment Committee meeting and is the primary author of the firm's monthly market commentary.

About · Investment Committee

One committee. Every decision.

Q: How often does the Quorum Capital Investment Committee meet?

The full committee meets monthly, with ad-hoc sessions called when market conditions require. Minutes are recorded and retained for compliance review.

Q: How are investment decisions made by the committee?

Decisions are reached by simple majority, with the chair holding a casting vote where necessary. Dissenting views are minuted. No portfolio change is made without committee approval.

Portfolio decisions at Quorum are made - and recorded - by a four-member Investment Committee. No single voice dominates. The chair is Paul Chatterjee.

Investment Committee

The committee.

Paul Chatterjee

Investment Director · Chair, Investment Committee

Paul is Investment Director at Quorum Capital and chairs the Investment Committee. He launched the firm's discretionary MPS range in 2016 and has managed it since inception, growing it to £148 million in assets under management. He leads portfolio construction, investment research and risk oversight, combining multi-asset portfolio management with disciplined governance and FCA-regulated oversight. Before founding the MPS range he traded equities across UK, European and US markets. He holds a BSc in Mathematics from Imperial College London and the Investment Management Certificate.

BSc Mathematics, Imperial IMC MPS since 2016 £148m AUM

Chris Hallworth

Investment Committee Member · Founder, Cade and Co

Chris brings a practising adviser's perspective to Quorum's Investment Committee, with particular focus on suitability, risk-grade calibration and the practical application of Quorum's portfolios within client advice. He is the founder of Cade and Co, an independent financial advisory firm established in 2000, and previously held the role of Group Manager at Zurich Financial Services. As both a business founder and financial adviser, he gives the committee valuable insight into how portfolio decisions translate into client outcomes, adviser expectations and the day-to-day use of Quorum's propositions.

Founder, Cade and Co Adviser since 2000

Kaustubh Misra

Investment Committee Member

Kaustubh, based in London, brings over 30 years' experience across the financial markets of India and Europe, investing in a range of asset classes, to Quorum's Investment Committee. He was previously Executive Board Member at Samsung Asset Management (London), serving as Head of Investments and Executive Director with responsibility for asset allocation and managing equity and fixed income investments. As Head of Research he conducted and oversaw fundamental research, and as Chair of the Investment Committee and the board member representing the investment function, he made strategic investment decisions at the firm. Earlier in his career he worked with Standard Bank (London) and Julius Baer London on fundamental analysis, and with a development finance institution in India, where he appraised greenfield projects and managed the debt extended to them. He holds a Bachelor of Commerce (Honours) and an MBA from XIMB, a premier management school in India.

MBA, XIMB B.Com (Hons) 30+ yrs

John Botham

Investment Committee Member

John provides senior investment expertise and independent challenge as a member of Quorum's Investment Committee, scrutinising the committee's macroeconomic assumptions, portfolio positioning and fund selection to ensure decisions remain disciplined, evidence-led and robust. He began his career in the City in 1985 as a chartered accountant and has since held senior investment roles including Director of Pan-European Equities at Henderson Global Investors, Head of European Equities at Aviva Investors, and Product Director of Global Equities at Invesco. His experience across equity markets, investment process and fund governance brings valuable perspective and challenge to Quorum's portfolio management framework.

Chartered Accountant City since 1985

Governance

How the committee operates.

A documented, recorded process. Every decision logged with timestamp and rationale.

Meeting cadence

Monthly Investment Committee meetings, with ad-hoc sessions called when market conditions require. Minutes are recorded and retained for compliance review.

Decisions & voting

Decisions reached by simple majority, with the chair holding a casting vote where necessary. Dissenting views are minuted.

Independent challenge

Non-executive committee members are explicitly tasked with challenge — testing assumptions, fund selections and risk monitoring outputs.

Governance documents

Terms of reference and conflicts of interest policy are available on request via the Resources hub. Both are reviewed annually.

Conflicts of interest summary ↗

Speak with the team.

Request a proposal or download our Consumer Duty documentation pack. We'll respond within one business day.

Request a proposal Download resources