Quartet | For intermediaries

For intermediaries

We do not compete with financial intermediaries but rather seek to complement their financial planning.

We manage bespoke client portfolios as well as build bespoke model portfolio solutions.

A true partnership

By offering investment management services, we enable intermediaries to focus on their own areas of expertise and maintaining their client relationships. We are here to complement and support financial intermediaries, not compete with them.

We do this by offering the following

Manage individual portfolios

We build and manage bespoke client portfolios to address a clients requirements. Our flexibility to manage assets in a way that suits both clients and advisers maximises the convenience and efficiency of our investment management service.

Model portfolio solutions

We construct and manage bespoke model portfolio solutions to suit you and your clients.

Custody

We are custody ambivalent and are equally happy to manage portfolios on platform as well as via our onshore and offshore custodians.

Long-term relationship

We believe the key to any successful long-term relationship is communication. We are an owner managed business so you speak to the people running the firm.

With Quartet as a partner, you can feel confident that your clients financial futures are in caring and capable hands.

I have worked with Colin and Quartet for over 10 years now. They have depth of knowledge that translates into impressive and consistent numbers. What stands out is that they use different investment vehicles and asset classes from most managers and therefore they are perfect for diversification within client structures. At the heart of the relationship is a deep level of trust that they will always make prudent and well thought out decisions to ensure that both they and us achieve client objectives and meet expectations. I have never had a moments worry in the 10 years which says a great deal.

UK based financial intermediary