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 Lee Robertson is the Chief Executive Officer of Investment Quorum.
Lee is the founding director of city based Investment Quorum, a very deliberately sized boutique financial and investment advisory wealth manager.
Lee entered the financial services industry in 1988 after 8 years in the Royal Navy. A varied early career included Allied Dunbar, the Halifax and Royal Bank of Scotland groups before moving through into independent financial advice in 1995.
Forming Investment Quorum in 2000 with co-director Petronella West, Lee was keen to build a 'new model' practice taking advantage of technological advances, the desire of clients to pay fees rather than commissions and what he perceived as a lack of personal attention to clients from larger industry players. The business now delivers award winning financial advice and investment management to a low number of discerning clients.
A Freeman of the City of London, Lee's interests include clay pigeon shooting, ski-ing and travel, particularly to Africa.
Email: lee.robertson@investmentquorum.com
Website: www.investmentquorum.com
Telephone: 0207 337 1390
UK Platform Awards 2009 – Leading Platform Based Adviser
Winner of Incisive Media Gold Standard Award for Independent Financial Advice 2009
Winner of Incisive Media Gold Standard Award for Independent Financial Advice 2008
Winner of Incisive Media Gold Standard Award for Independent Financial Advice 2007
Winner Investor in Customers 3 Star Award 2007, 2008 and 2009
Shortlisted Citywire New Model Adviser 2006 and 2009 (London and Home Counties)
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