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Investment Quorum to outsource fund management to Ingenious

by James Phillipps on Dec 19, 2013 at 16:00

Investment Quorum to outsource fund management to Ingenious

Investment Quorum is to outsource the day-to-day management of its model portfolios to Ingenious Asset Management.

The move is designed to drive operational efficiencies for Investment Quorum, which will continue to oversee the asset allocation, by effectively passing over the execution to Ingenious.

Lee Robertson (pictured), chief executive of Investment Quorum, said the move will bring economies of scale and a second layer of due diligence, while freeing up the group's investment team.

Robertson said: 'As a boutique business operating in a highly regulated environment we are always looking for operational efficiencies and are well known for continually seeking ways to build upon and enhance our client proposition. 

'This administrative arrangement will allow our CIO [Peter Lowman] more time to concentrate on our rapidly growing advisory and bespoke investment mandates as well as taking the hugely important oversight function on our asset allocation policy and mandate adherence. 

'We are extremely pleased to have appointed Ingenious Asset Management to support us as their culture, innovation, research and excellence match our own.'

The charging structures of the group's six risk-rated model portfolios will remain unchanged, as will their mandates and the investment process underpinning them. The arrangement will be reviewed annually.

Ingenious chief executive and former Wealth Manager coverstar Guy Bowles added: 'We are delighted to have been selected by the multi-award winning Investment Quorum to support their market leading investment proposition. Our skills and experience are ideally suited to meet the requirements of working alongside IQ on their client investment mandates.

'In particular our shared belief in the benefits of global, multi-asset investing and our expertise in managing risk make this a perfect partnership.'

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