Quercus Wealth was founded in 2014 to help clients with the selection of wealth managers.
The firm was started by Philippa Armitage, who has been operating in the investment markets for over 30 years. She spent most of her career at Robert Fleming and Rowe Price Fleming as an institutional investment manager specialising in U.S., European and Emerging Market equities. In 2011, she moved into the world of private wealth management working for an investment management boutique. It was after this that she qualified as a financial adviser and started Quercus Wealth.
She has recently designed an additional service, Investing Unravelled, which provides training for young professionals, individuals and families in the world of investment.
Whichever of these services suits your needs, Quercus Wealth will bring a long and deep knowledge of investment markets and their practitioners.
Company Details
- Employees
- 1
- Founded
- -
- Address
- London, Gb
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- https://www.quercuswealth.com/
- Keywords
- Financial Coaching, Financial Education, Wealth Management Consulting, Investment Training, Investment Education.
- HQ
- London
Quercus Wealth Questions
Quercus Wealth's website is https://www.quercuswealth.com/
Quercus Wealth's LinkedIn profile is https://uk.linkedin.com/company/quercus-wealth
Quercus Wealth has
1 employees.
View email and phone details for 1
employees at Quercus Wealth.
Quercus Wealth's industry is
Investment Management
Quercus Wealth's top competitors are
Group Ngl Holdings,
S&l Global Investments Ltd,
Southgate Partners (M&a Europe),
Sussex Investment Management Uk Ltd,
Scipoint Group,
Solo Capital Markets,
Petrovia Ltd,
The Omnia Partnership,
Conset Capital,
Jema Investment Limited.
Quercus Wealth's categories are Investment Management
Quercus Wealth's founding year is 2014
