Quartet Investment Managers Company Profile, Contacts & Intelligence

Financial ServicesRichmond, North Yorkshire, United Kingdom8 employeesFounded 2009
1 contact with email or phone data1 with email data
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Employees
8
Company source estimate
Reachable Contacts
1
Visible contacts with email or phone data
Contacts With Email
1
1 of 4 visible contacts
Departments
1
Mapped contact coverage

Quartet Investment Managers Overview

Founded in 2009 and based in Richmond, Surrey, Quartet is a partner-owned private client investment management firm providing creative investment solutions for private clients and their associated entities across the globe. We provide independent, discretionary investment management services to high net worth private clients and their related entities. We are not experts in everything and work alongside a client’s advisers to meet their overall financial objectives. Key differentiating points: We focus on constructing truly individual investment solutions tailored to meet each client’s specific requirements. We believe, and studies have shown, that asset allocation is by far the biggest driver behind investment performance. We derive a longer term strategic asset allocation for each client and adjust this tactically to reflect our views on market opportunities. Few fund managers consistently beat their respective index and they also tend to have high fees and costs. We therefore use passive investment vehicles for core portfolio holdings. Satellite portfolio positions in actively managed funds are included to add alpha. We offer a completely transparent and honest fee structure with no internal products. We seek an alignment of interests with our clients. Partners and their families are amongst the firm’s largest clients and our portfolios are managed along the same lines as external clients.

Headquarters
Richmond, North Yorkshire, United Kingdom
Website
quartet-im.com
Industry
Financial Services
Founded
2009
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Investment Management Asset Management Wealth Management

Quartet Investment Managers Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

1 contact with contact data
1 with email data in the visible sample.
1 department represented
Visible contacts with email or phone data are mapped to these departments.
General
1

Quartet Investment Managers People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

L
Luke Carrington
Head of Administration at Quartet Capital Partners Llp
E
C
Colin Mcinnes
Managing Partner at Quartet Investment Managers
R
Ramona Soria
Investments Administrator
T
Tom Davies
Partner at Quartet Investment Managers

Quartet Investment Managers Workforce Composition

Seniority breakdown across 6 visible profiles.

Individual contributor
3
VP / Head
1
Manager
1
Associate / junior
1

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