Company
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

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