Tailored investment solutions

Colin McInnes has over 25 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, now Bordier & Cie (UK), 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 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.

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.

Tom Davies has over 25 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).

Dalton Harris has over 6 years of Banking & Investment Management experience. He began his career at Close Brothers where he was responsible for providing Liquidity & Lending to the Bank subsidiaries, before moving into Investment Management where he covered small cap equities and provided Inheritance Tax Portfolio’s to a number of wealthy individuals and families. Dalton is an Investment Manager at Quartet and holds both the Investment Management Certificate and has passed the Chartered Financial Analyst Level 1 exam.

Sam Statham has over 8 years investment management experience. Before joining Quartet Sam worked at JM Finn, most recently on a team managing portfolios on behalf of private clients, trusts. companies and charities. Before that he worked in the research department covering global equities and thematic investment. Sam is an Investment Manager at Quartet and holds the Investment Management Certificate, Investment Advisory Diploma and has passed the Chartered Financial Analyst (CFA) level 1 exam.

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 in April 2013.

Luke Carrington has over 7 years experience in the financial services industry. Starting at Best Invest as junior administrator, he then moved to City Asset Management in 2014 progressing to Investment Operations Manager, whilst also holding the Deputy CASS Manager title. Luke joined Quartet in June 2020.

Meeke Thomson has over 10 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 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 prior to joining Quartet in November 2018.

Ramona Soria joined Quartet in 2022 as an Investment Administrator having formerly worked at Grant Thornton. She has a Master’s Degree in Business administration.