CEO—Chief Executive Officer


HNW Wealth Managers

Wealth Managers



Advice type

Investment management

Wealth planning

Wealth preservation

Client Types

Private clients




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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