CEO—Chief Executive Officer


HNW Wealth Managers



Advice type

Investment management

Wealth planning

Wealth preservation

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 Investment Quorum’s CEO, who was appointed in 2019. ‘Some of the dangerous situations I’ve seen in the past [with] business leaders is where you stop being self-aware.’ Petronella West is one of the most empathetic and charismatic personalities in wealth management, and stepping into the hot seat after Investment Quorum co-founder Lee Robertson’s departure has only made her more conscious of her communication.

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 2023, HNW Wealth Managers

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