Managing Director, QuaestorQ
Investor, business owner and entrepreneur.
I believe that a wealth management relationship is too expensive to get wrong - there is the financial cost of course, but then there is the personal cost, the family cost and potentially an impact on legacy as a result of the stresses involved and the undue amount of time spent focused on the relationship.
Based on this insight QuaestorQ was created to provide a trusted, independent, source of advice to wealthy individuals. As a team we uncover the layers of complexity and ambiguity that surround the "wealth industry" giving our clients the tools to create the wealth management relationship they really want, leaving them more time to focus on the things they enjoy with total piece of mind.
Away from QuaestorQ, I am involved in a number of other exciting businesses - all focused on disrupting tired and underserved industries or spaces. I love a challenge and I love making a difference. I am always keen to discuss a good idea or a potential opportunity so please feel free to get in touch.
QuaestorQ works with UHNW clients to create the best wealth management relationship based on their personality, circumstances and needs.
We specialise in helping clients worth between 10m-50m in one of two situations:
- seeking to improve their existing wealth management relationship - as it currently is not meeting their expectations
- seeking a new wealth management relationship - as they have some new wealth, their circumstances have changed or the old relationship is just beyond repair
We are completely independent (truly on the clients' side), providing the strategic guidance to help them achieve their goals and a ultimately wealth management relationship that works for them (at last!)
- No companies yet!