Your adviser. Your platform. Our investment expertise.
Quorum Capital manages the investments inside your ISA, pension or other accounts on behalf of your financial adviser. We pick the funds, monitor the markets and rebalance when needed, so your adviser can focus on you.
Capital is at risk. Past performance is not a reliable indicator of future results.
Why Quorum.
Four things to know about who's managing the money your adviser placed with us.
Investment Committee Pedigree
Our portfolios are managed by an Investment Committee with relevant experience across discretionary management, financial planning and capital markets. Every decision is committee-led, not delegated to a single manager.
Meet the committee →Value for Money
Competitive DFM pricing across all three ranges, with transparent platform-based costs. No hidden fees, no fund affiliations driving up the bill, no performance fees.
View our fees →Easy to Access
Quorum Capital is available on the platforms your adviser already uses, including Fundment, Aviva, Fidelity, M&G, Utmost, Chesnara and Quilter. No need to move accounts or learn a new system.
See platform list →Open Architecture
We are not affiliated with any fund provider. Our committee selects whichever funds best fit the strategy and the platform, with no commercial relationships steering the choice.
How we pick funds →How we invest.
Five principles that shape every portfolio.
Patience over predictions
We invest for the next economic cycle, not the next news cycle.
Real diversification
Spread risk across asset classes, regions and styles — not just holdings.
No fund favourites
We have no commercial ties to any fund manager. Funds chosen on merit.
Group decisions
Every portfolio decision is made by the full investment committee.
Your adviser leads
You hear from your adviser, not from us. They own the relationship.
The four steps.
From your kitchen table to portfolio decisions — here is exactly what happens.
Your adviser maps your risk
Using our questionnaire, your adviser matches you to one of our risk grades — from Cautious through to Aggressive.
We pick the funds
Our committee selects the funds that best fit your risk grade on the platform your adviser uses.
We manage daily
We watch the markets and rebalance when appropriate, keeping the portfolio aligned to your goals.
Your adviser reports back
We send your adviser a monthly update; they share the parts that matter for you, alongside your overall plan.
Three ranges.
Whatever your adviser thinks suits you best - actively managed, low-cost passive, or income-paying - there is a Quorum portfolio for it.
Core
Our actively managed range — the committee chooses the funds, monitors markets and rebalances when needed.
Passive
Low-cost index-tracking portfolios. Holds the market efficiently and rebalances once a year.
Income
For investors who want a regular income alongside growth. An ESG/SRI version is available too.
Account types.
Quorum manages the investments inside the account types your adviser uses with you.
Account wrappers are provided by your platform. Quorum Capital manages the underlying investments on a discretionary basis as appointed by your adviser.
You're protected.
Three layers of protection sit behind every penny invested through a Quorum portfolio.
Capital is at risk. The value of investments and any income from them can fall and you may get back less than you invested.
Available through your adviser.
Your adviser uses one of these regulated platforms — Quorum's portfolios are available on all of them.
If your adviser uses a different platform, ask them to request your platform — we'll work on getting Quorum listed there.
Not sure who your adviser is?
We can help.
Use our adviser directory to find a qualified financial adviser near you who works with Quorum portfolios.