Investment Consultancy

Tailored investment solutions

Quantum Advisory supports Scheme Sponsors, delivering clear guidance via a personal, engaged-partner approach. We take time to understand your position and objectives.  Our experienced team of investment professionals can:

• Advise on an effective governance framework;
• Provide charities with guidance on their investment plan and ensuring any strategy is aligned with Charity Commission guidelines; 
• Help define and incorporate investment beliefs, including sustainability policies, into investment arrangements;
• Ensure that the expected investment returns and risk are aligned with your funding objectives;
• Oversee investment de-risking, including insurance solutions and risk transfer options such buyout, mortality swaps and Scheme consolidators;
• Selection and review of outsourced investment arrangements, including fiduciary management. Click here to view.