The boss of one of London’s best known independent boutique wealth management firms has won a top industry prize.
CEO Lee Robertson of Investment Quorum has been declared ‘Asset Manager of the Year for High Net Worth Investors’ at the prestigious Spear’s Wealth Management Awards held recently at London’s Savoy Hotel.
Known as the ‘Oscars of the Wealth Management world,’ the awards celebrate the innovations and successes of entrepreneurs, philanthropists, private bankers and wealth managers.
The award criteria is for a manager who has “…demonstrated outstanding returns and services to High Net Worth individuals in the UK, specialising in managing investable assets between £500,000 and £15 million, in 2014-15.” The judges took particular notice of changes in assets under management, market performance, broader services and innovation, as well as client feedback.
Robertson, one of a strong shortlist, was picked by the judges for his “…exceptional track record and fine results over the past year.”
He said: “At Investment Quorum we put the client first, every time – and whilst this award is made to a named individual, I view it very much as recognition for a real team effort on behalf of our clients, who have entrusted us with their investable assets, a responsibility we take extremely seriously.
“The Spear’s award is an excellent reward for all the hard work the team have committed in building the reputation we enjoy today, within the wealth management industry, and increasingly in the broader public arena. As a smaller firm, working in a sector populated by many larger and sometimes better-known firms, we are proud to have landed an award of such prestige and to be flying the flag for the very best that boutique wealth management can offer.”