Tailored investment solutions

Who we are

Quartet is a boutique multi-asset investment manager based in London.

Established in 2009 by a group of experienced and like-minded investment professionals, we have
always taken pride in offering a completely bespoke investment management service.

We remain an independently owned partnership. One where clients always deal directly with the
owners and investment decisions are completely impartial.

What we do

We provide discretionary investment management services for private investors, trusts and pension schemes in the UK and globally.

Whether we’re working with an individual, family or intermediary, our aim is the same. To develop
successful long-term relationships that deliver the best possible results.

One thing we never do at Quartet is shoehorn anyone into predetermined solutions. By treating
everyone as the unique person they are, we create bespoke portfolios to match different financial
goals.

As an independent investment manager, we have no affiliation to any providers, so we can
confidently say we always put clients’ interests first and maintain complete objectivity.

Why invest with us

Bespoke solutions

Independent

Boutique approach

Proven philosophy

Bespoke service

We know that one size doesn’t fit all. All of our clients are individuals and so too are their financial
goals. We take the time to get to know each one of our clients, their circumstances and ambitions.
This allows us to really understand their financial needs before tailoring investment solutions to suit
them. Portfolios are also regularly assessed to ensure we continue to meet expectations.

Independence is key

Being independent is at the core of our culture. We are owned by our partners and have no in-house
products nor affiliations to any providers.

Boutique firm

 We are all highly experienced portfolio managers who are passionate about building
long-term relationships and securing the best possible financial outcomes for our clients, and as we
and our families are among some of our biggest clients, we have an added incentive to perform. As a boutique investment manager, our clients always deal directly with the person who is investing
their money.

Our investment ethos

The management of a portfolio’s asset allocation is central to our investment philosophy. We
believe, and studies have shown, asset allocation is a key driver of performance. We consider each
client’s objectives and requirements before determining the optimal strategic asset allocation and
then adjust it on a tactical basis to reflect the risks and opportunities available.

Diversification is the only free lunch in finance, Nobel Prize-winning economist Harry Markowitz
famously said, and we agree. Investing in a truly diversified portfolio of assets makes it possible to
achieve better risk-adjusted returns.

The investment process

Our process

Our investment process is split into three parts: strategic asset allocation, tactical asset allocation and finally, investment selection.

Strategic asset allocation

We derive a strategic asset allocation for each client having discussed long-term objectives and how much risk you are willing to assume. This is the longer term ideal position of the portfolio.

Tactical asset allocation 

Our Asset Allocation Committee meets regularly to discuss its macro-economic views and the expectations for the future performance of asset classes. Based on these views, portfolios are adjusted tactically to try and maximise risk adjusted returns. 

Investment selection 

Once the asset allocation has been agreed, we then decide on investment selection. The universe of opportunities is vast but can be simplified into the three main areas:

Passive Investments

Actively Managed Funds

Special Situations

We invest across multiple asset classes including traditional investments such as equities, bonds and cash as well as alternative investments like hedge funds, commodities and structured products.

For Intermediaries

Trusted partner

Tailored discretionary investment management

Bespoke model portfolio service (MPS)

A true partnership

The Team

Colin McInnes

Managing Partner

Colin McInnes

Managing Partner

Colin McInnes has over 19 years of private banking and investment management experience. He is one of the founding members of Quartet. Before Quartet, Colin was a board director at Berry Asset Management with responsibilities for business development as well as managing client portfolios. Prior to that he worked at Close Brothers managing private client portfolios. He holds the Investment Management Certificate and Chartered Institute of Securities & Investment Diploma. He is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Niels Clemen Jensen

Head of Investments

Niels Clemen Jensen

Head of Investments

Niels Clemen Jensen has over 30 years of investment banking and investment management experience. He was a founding partner of Quartet and is one of the most followed investment commentators globally. Niels began his career at Andelsbanken (now Nordea) in 1984 before joining Shearson Lehman (later Lehman Brothers) in London in 1986, where he established the firm’s equity franchise in Scandinavia. In 1989 he joined Goldman Sachs later becoming Co-Head of Goldman’s U.S. equity business in Europe. In 1996 he joined Oppenheimer to manage its European business. In 1999 Lehman Brothers acquired Oppenheimer’s European private wealth management business and Niels re-joined Lehman Brothers in charge of its European Private Wealth Management business.

 

In December 2006 Niels was appointed Director of Trafalgar House Trustees Limited, advising one of the UK’s leading corporate pension funds on its investment strategy. Niels founded Absolute Return Partners in 2002 and is its Managing Partner.

Tom Davies

Senior Investment Manager

Tom Davies

Senior Investment Manager

Tom Davies has over 20 years of investment management experience. He began his career at NCL Investments Ltd (now part of Smith & Williamson) in 1996 before joining Rupert Loewenstein Investments in 2001 where he was responsible for offering investment advice to a number of wealthy individuals and families. He joined Cheviot Asset Management as a Partner in 2008 where he managed portfolios for a broad range of private clients. In 2009 he joined Church House Investments where he was responsible for portfolio management and business development in London and the South East. Tom is a Senior Investment Manager at Quartet and holds the Chartered Institute of Securities & Investment Diploma (Chartered MCSI).

Oli Robson

Senior Investment Manager

Oli Robson

Senior Investment Manager

Oli Robson has eight years of investment management and private banking experience. He began his investment management career at Quilter Cheviot, before becoming a Discretionary Wealth Manager at HSBC Global Asset Management and latterly a Private Banker at Santander. Oli is a Chartered Fellow of the Chartered Institute for Securities and Investment and holds the Chartered Wealth Manager qualification.

Clayton Harris

Operations Manager

Clayton Harris

Operations Manager

Clayton Harris has over 12 years experience in the financial services industry. He began his career in 2004 as a paraplanner for a financial advisory firm based in Melbourne, Australia and has gone on to hold operational and relationship management roles for various high net worth financial planning firms and more recently with the international consulting firm, Mercer. Clayton joined Quartet in October 2012, having relocated from Australia.

Martin Smith

Compliance Manager

Martin Smith

Compliance Manager

Martin Smith has over 25 years experience in the financial services industry working in control and compliance functions. Previous positions include vice president of Merrill Lynch International Private Bank in London and Frankfurt; and as Head of Compliance for Union Bancaire Privée, London. Martin joined Quartet early in April 2013.

Meeke Thomson

Investment Administrator

Meeke Thomson

Investment Administrator

Meeke Thomson has over 7 years of experience in the financial services industry.  She began her career at Aberdeen Asset Management in a portfolio monitoring & control role, before moving to Perth, Australia where she worked as a treasury assistant for a large engineering company.

Meeke joined Quartet in November 2017.

Maria Lazanitou

Investment Administrator

Maria Lazanitou

Investment Administrator

Maria Lazanitou started her career in investment in 2016 by joining the client onboarding team at Saxo Capital Markets. She then worked within a private client investment team at Quilter Cheviot for one year prior to joining Quartet in November 2018 as an Investment Administrator.

Contact

Just get in touch

Quartet Investment Managers
16 Water Lane
Richmond, TW9 1TJ

T:020 8939 2920
F:020 8939 2925

info@quartet-im.com

By tube or train:
We are a 5 minute walk from Richmond station at the end of the District Line or 20 mins from Waterloo.

We are happy to meet with clients at any location, we can host meetings or travel to your office or home at your request.