The Big Interview

Lee Robertson

The Big Interview: Investment Quorum’s chief on making platforms adviser-friendly

For Investment Quorum chief executive Lee Robertson, no single initiative has done more for clients than platforms. He remembers the days of ringing up insurance companies to get valuations. “They were usually late and inevitably wrong,” he says. Robertson heaps generous praise on platforms and speaks with admiration for the businesses they have built. However, […]

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The Big Interview: How 7IM’s boss ‘lucked out’ on his path to industry leader

Seven Investment Management chief executive Tom Sheridan explains why seven seasoned industry executives quit their plush posts at previous employers to establish the firm back in 2001. “We gave our lords and masters our ideas on how to run the business and they said ‘no’.” Over sumptuous fish at Bread Street Kitchen near St. Paul’s, […]