Who we are

Quartet was founded in 2009 by a group of experienced investment professionals. We are structured as an independent partnership where all clients deal with the firm’s owners and decision makers. 

Our core investment belief is that major equity and bond markets are broadly efficient over a market cycle. Consequently, in order to generate superior returns for clients the focus should be on areas where we perceive a competitive advantage is possible, and this primarily revolves around asset allocation. We focus on determining a long-term, or strategic, asset allocation for each client and then actively manage this via shorter-term tactical asset allocation.

Taking inspiration from the Endowment model pioneered by Yale and Harvard Universities we also invest on a global multi-asset basis utilizing both passive and active investment holdings..

We have a strong long-term track record generating good risk adjusted returns for our clients.

We cater for both UK and offshore clients and their associated entities.

What we do

Quartet focuses primarily on two service offerings:

1.    Core multi asset portfolio management. Constructing and managing bespoke portfolio solutions for individual clients. Each client’s circumstances are unique, so we do not believe in shoehorning clients into predetermined investment solutions.

2.    Working with professional intermediaries in designing, constructing and managing bespoke “Model Portfolio Solutions” based on their particular requirements.

Core Multi-Asset portfolio management

Our investment approach is top-down in nature focusing on global markets. Global asset class views and recommendations are determined in-house. They are then implemented across client portfolios by the client’s individual investment managers.

Portfolios are designed to maximize returns over the long-term on a risk adjusted basis. We utilize both active and passive investment strategies on a multi-asset basis in the construction of a client’s portfolio. The portfolio investment process seeks to add value by a combination of both tactical asset allocation decisions and instrument selection.

Bespoke Model Portfolio Solution

We work with advisers in creating and mapping portfolios to their chosen risk profiling solution to ensure adherence to their advice process. We incorporate advisers thinking and wishes, including for instance exposure to alternative assets and active vs passive investment holdings. We also set up joint investment committees to oversee the process.

We manage these assets on the advisers’ platform of choice.

Partners and their families are amongst the firm’s largest clients and our portfolios are managed along the same lines as external clients. We also pay the same fees!


Core Multi-Asset (Sterling) £

Bespoke Multi Asset

Create and manage personal bespoke portfolios. Determine a long-term strategic asset allocation and manage this tactically.

  • Low Risk • low

  • Medium Risk • medium

  • High Risk • high