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Position

CEO—Chief Executive Officer

Index

HNW Wealth Managers

Location

London

Advice type

Investment management

Wealth planning

Wealth preservation

Client type

Private clients

HNW

Trusts

Charities

Sector Focus

Financial Services

Wealth Management & Private Banking

Petronella West

Spear’s Review

‘I really believe that the more senior you become, the more self-awareness you need,’ says Petronella West, CEO of boutique wealth management firm Investment Quorum, which she co-founded in 2000. ‘Some of the dangerous situations I’ve seen in the past [with] business leaders is where you stop being self-aware.’ 

West is one of the most empathetic and charismatic personalities in wealth management, delivering high-quality financial planning and investment solutions to private clients, trusts and charities.

These clients benefit from West’s 35 years of experience in the financial services industry; she is also a chartered financial planner and chartered wealth manager.

Rank: Recommended

Recommended 2025, HNW Wealth Managers

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