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How We Are Different
Manage episode 155947365 series 1171875
内容由Investment Quorum提供。所有播客内容（包括剧集、图形和播客描述）均由 Investment Quorum 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
Investment Quorum differs in that we are one of the smallest in the UK, we have a team of eleven. Wealth management is typically delivered by the private banks or big investment managers. We think the failings there have been very much that people come and go, the teams can be unstable, the wind changes, new management comes in, different processes happen. This is what we do for a living, day in day out. It is the only thing we do. Stability of team, stability of client and working extremely closely with those clients to optimise their chances of success. We see clients every year, many more than once a year and I think that is incredibly important.
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