What Quartet Investment Managers does

Quartet Investment Managers is a UK-based boutique multi-asset discretionary investment manager operating as Quartet Capital Partners LLP, an independently owned limited liability partnership founded in 2009 and headquartered at 16 Water Lane, Richmond. The firm is authorised and regulated by the Financial Conduct Authority (Firm Reference Number 502242) and employs a named team of approximately twelve professionals led by Managing Partner Colin McInnes, with Tom Davies as Partner & Investment Director and Niels Clemen Jensen as Head of Investments. Its investment process combines three components — bespoke Strategic Asset Allocation derived from each client's risk tolerance and financial goals, Investment Committee-driven Tactical Asset Allocation, and Investment Selection across active and passive instruments (with index-tracking funds as the default and active funds deployed where superior risk-adjusted returns are expected). Portfolios are diversified across equities, bonds, cash, and alternative asset classes including private equity, hedge funds, infrastructure, commercial property, and commodities.

The firm operates two primary distribution channels. The first is direct discretionary management for high net worth private clients, where bespoke portfolios are tailored to individual circumstances, ethical views, tax position, and goals, and where clients transact directly with the firm's owners/partners. The second is a financial intermediary channel serving IFAs, wealth managers, and financial advisers, for whom Quartet constructs and manages bespoke model portfolio solutions mapped to the intermediary's own risk profiling outputs, including joint investment committees and management on the intermediary's platform of choice under a custody-ambivalent model. The firm does not charge published fees; revenue is generated through negotiated investment management fees (percentage of AUM and/or performance fees), and no funding rounds, acquisitions, or parent-company ownership are disclosed. Thought-leadership output is distributed through the firm's website blog and LinkedIn presence, with recent commentary covering macro themes including AI, water, gold, US tariffs, and geopolitical events through early 2026.

Name

Quartet Investment Managers

Legal name

Quartet Capital Partners LLP

Website

https://quartet-im.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

11–50 employees

Short description

Quartet Investment Managers is a UK boutique multi-asset discretionary investment manager founded in 2009, providing bespoke portfolio management and intermediary model portfolio solutions to high net worth private clients and financial advisers using strategic and tactical asset allocation.

Ownership category

akta.pro rank

Product category

Discretionary Investment Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH)

akta.pro secondary industry

Thematic / Sector-Focused Multi-Manager Platforms (FSANAGAH)

Keywords

• Multi-asset investment management
• Bespoke portfolio management
• Model portfolio solutions
• Discretionary fund management
• Wealth management services

Headquarters

HQ city

Richmond

HQ country

United Kingdom

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. Bespoke Investment Management Fees: Quartet generates revenue through investment management fees charged for managing bespoke client portfolios. Fee structure is not publicly disclosed. As a regulated investment manager, fees are likely charged as a percentage of assets under management (AUM) and/or performance fees, typical for discretionary investment management firms serving private clients and intermediaries.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

Quartet is a boutique multi-asset investment manager that provides bespoke investment management services for private clients and financial intermediaries in the UK and globally. It constructs individually customised portfolios across equities, bonds, cash, and alternative asset classes (including private equity, hedge funds, infrastructure, commercial property, and commodities) using a three-part process of strategic asset allocation, tactical asset allocation, and investment selection. For intermediaries, it offers bespoke model portfolio solutions that integrate with the intermediary's platform of choice and risk profiling tools.

Product overview

Quartet Investment Managers operates as a boutique multi-asset investment manager offering a unified platform of bespoke investment management services. The core offering consists of individually customized client portfolios (Bespoke Client Portfolios) alongside Model Portfolio Solutions designed for financial intermediaries. Supporting services include custody arrangements through onshore and offshore custodians. Investment decisions follow a structured three-part process combining Strategic Asset Allocation, Tactical Asset Allocation, and Investment Selection to build diversified portfolios across equities, bonds, cash, and alternative investments including private equity, hedge funds, infrastructure, commercial property, and commodities. The platform is designed for private clients and financial intermediaries seeking tailored investment solutions aligned with specific financial objectives and risk tolerance.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• Oil & gas equity positions delivered approximately 40% year-to-date outperformance (as referenced in March 2026 Iran conflict commentary)
• +1 more outcomes

Named customers1 record

Segments3 records

Ideal customer profiles2 records

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability4 records

Feature3 records

Scale indicators3 records

Recent moves4 records

Expansion highlights3 records

Direct peers

• Waverton Investment Management: London-based boutique wealth and investment manager providing bespoke multi-asset portfolios to private clients, families, and intermediaries. Similar independent ownership ethos, multi-asset expertise including alternatives, and direct partner-client service model.
• Hawksmoor Investment Management: UK boutique multi-asset investment manager serving private clients and intermediaries with bespoke portfolios. Comparable independent ownership structure, multi-asset philosophy, and IFA-channel emphasis, with similar AUM scale.
• Seven Investment Management (7IM): UK multi-asset wealth manager offering bespoke discretionary portfolios and platform-based solutions to private clients and advisers. Shares Quartet's multi-asset investment philosophy, active/passive blend, and dual private-client/intermediary distribution model.
• Brooks Macdonald: UK-listed discretionary fund manager serving private clients and intermediaries with bespoke multi-asset portfolios. Operates a similar model to Quartet at significantly larger scale (£18B+ AUM), with comparable focus on intermediary partnerships and bespoke mandates.
• Tatton Investment Management: UK-listed DFM specialising in model portfolio solutions for IFAs, with similar custody-agnostic platform approach. Tatton's IFA-channel focus and model portfolio proposition closely mirrors Quartet's intermediary offering, making it one of the most direct comparables.
• Whitechurch Securities: UK boutique investment manager offering bespoke discretionary portfolios and model portfolio services to IFAs and private clients. Comparable boutique scale, FCA-regulated status, and emphasis on intermediary partnerships.
• P1 Investment Services: UK DFM focused on providing model portfolios and bespoke discretionary management to IFAs. Operates a similar intermediary-first proposition to Quartet, though with a more technology-platform-led model portfolio delivery.
• JM Finn: Privately-owned UK investment manager providing bespoke discretionary portfolio management to private clients and intermediaries. Closely comparable independent ownership model, multi-asset capability, and personal relationship-driven service ethos.

Broad incumbents

• Rathbones Group: Major UK wealth manager offering discretionary investment management, multi-asset portfolios, and intermediary services. Overlaps with Quartet's proposition but at significantly greater scale and broader service range including financial planning and banking.
• Charles Stanley: UK wealth manager (now part of Raymond James) providing bespoke discretionary investment management to private clients and intermediaries. Shares the multi-asset bespoke portfolio approach but with broader wealth advisory, tax, and execution capabilities.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/quartet-investment-managers

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Quartet Investment Managers