Discretionary Mandates
Our company offers a selected range of financing products which can be used to construct the most adequate investment portfolio.The client delegates the day-to-day management of the portfolio and the investment decisions to our company. The assets are invested in a model portfolio aligned to the client’s personalized investment profile.
PURSUING EXCELLENCE IN MANAGING YOUR WEALTH
Discretionary Accounts are suggested for customers who cannot or do not want to be concerned with the entire investment process. They lack the time, the experience or the infrastructure to implement it. The combined knowledge of our portfolio managers and investment analysts is expressed in investment policies and optimized investment strategies.
In case clients opt for Q I Advisors discretionary portfolio management, they delegate the management of their wealth to our investment specialists.
Once established the risk, our team implement the asset allocation strategy, which is defined by asset class. The dedicated investment manager monitors and reviews the portfolio with the client, rebalancing according to changing market conditions.
Q I Advisors transparent pricing structure is based on a fixed fee model, depending on the mandate and the complexity of the assets. We also accept performance fees in determined cases.
SOLID investment approach
Q I Advisors transparent reporting framework keeps you informed on the status and performance of the portfolio. Our analysts regularly review the core strategy to align expectations and objectives.
Q I Advisors offers a range of discretionary mandates, covering various characteristics, strategies and assets. Q I Advisors not only offer in-house products but also products from third-party providers.
Portfolio and performance reviews are forwarded periodically.