A true partnership
At Quartet, we pride ourselves on the successful partnerships we have built with professional advisors.
By offering a bespoke investment management service, we enable intermediaries to focus on their own areas of expertise and maintaining their client relationships. We are here to complement and support professional advisors, not compete with them.
We do this by providing a robust and highly personalised strategy to any advisor looking to offer a discretionary portfolio service to its clients.
We are custody ambivalent and are equally happy to manage portfolios on platform as we are via our own onshore and offshore custodians. Our flexibility to manage assets in a way that suits both clients and advisors maximises the convenience and efficiency of our investment management service.
As well as managing bespoke portfolios, we also construct and manage bespoke model portfolio solutions.
We believe the key to any successful long-term relationship is communication. With Quartet as a partner, you can feel confident that your clients’ financial futures are in caring and capable hands.
As an independently owned business which is client focussed and quality driven, we are determined to provide you and your clients with the best service possible.
You and your clients have access to daily valuations online. Hard copy valuations are available every 3 months or as often as you feel necessary.
An essential part of our relationship is to provide regular communication on both performance and topics of interest. We ensure that you have information about our current investment strategy and we keep you up to date and informed about everything we do for your clients.
In addition, we run investment seminars for professional advisers sharing our views and providing a forum for open discussion about investments and markets.