Who We Are
Expert Financial Advisors
Quex Financial is an independent financial firm based in London. We serve individuals, families, entrepreneurs, and organisations that value clarity, diligence, and thoughtful execution. We are authorised to operate as a company registered in England and Wales with company number 15529627 and our registered office address is 45 Pont Street, London, England, SW1X 0BD. Our work spans financial intermediation, fund management activities, financial management advisory, and management consultancy. We bring together experienced practitioners who understand markets, governance, and operations, and who care about long term relationships.
Mission
Driving Client Success
Our mission is to deliver measured financial guidance, resilient portfolio management, and practical business advice that improves decision quality and long term outcomes. We seek to simplify complexity, to convert analysis into action, and to provide a calm and reliable point of reference in an environment that often feels uncertain. We aim to earn trust through consistent performance, through clear communication, and through visible alignment with client goals.
Team
Elliot James Russell Swanton, Director and Founder
Elliot sets the strategic direction of the firm and leads key client relationships. He oversees investment policy, risk oversight, and intermediation mandates, and he ensures that our processes meet the standards of accuracy and accountability that clients expect.
Jonathan Hughes, Director of Advisory Services
Jonathan leads our financial management and consultancy engagements. He specialises in planning frameworks, board reporting, performance improvement, and change delivery. His work turns strategy into execution with practical steps that teams can own and sustain.
Sarah Patel, Director of Investment Management
Sarah heads our fund management activities. She is responsible for asset allocation, manager and instrument selection, and portfolio oversight. She provides clear reporting and commentary so that clients understand progress and the rationale behind each decision.
