Investment Advisory
If you are an active investor and follow events on the worldwide markets, you may appreciate QI Investment Advisory Mandate.
The final word is yours
Q I Advisory Services are focused in clients who like to be actively involved in daily decision-making. Our team provides investment ideas and advice but the client retains ultimate investment control. Our analysts and traders focus on the proactive identification of trading opportunities and profit taking situations.
Investment decisions are made by the clients while we provide a professional support along each of the key steps of financial investment:
- Set client’s investment goals and risk tolerance
- Plan a dedicated investment strategy
- Select efficient products and services
- Monitor portfolio performance with client’s goals
The difference between a Direct and an Indirect Investment Advisory Mandate
With the Direct Investment Advisory Mandate, our dedicated Investment advisory team provided exclusive tailored investment and services. In this sense, client decides when, where and how often would like to be contacted and involved.
In case client prefers to be consulted by one contact person and define all instructions, the indirect Investment Advisory Mandate enables your relationship manager to take over all communication tasks and inform you according to your demands and needs, maintaining contact with the investment advisor to implement your instructions to client`s portfolio.
