Position

CEO—Chief Executive Officer

Index

HNW Wealth Managers

Wealth Managers

Location

London

Advice type

Investment management

Wealth planning

Wealth preservation

Client Types

Private clients

HNW

Trusts

Charities

Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Wealth adviser

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 since 2019. ‘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.

She swears by business coaching, and says she fully appreciates the ‘fantastic woman’ who structures her ideas in a way that helps her carry the company forward.

Rank: Recommended

Recommended 2024, HNW Wealth Managers

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