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Advisory Mandate Solution

If you prefer to retain control over each investment decision in your portfolio, our premium Advisory Managed Service may suit you. Benefit from the global reach of our world class research capability and get access to complex or higher risk assets. Under the guidance and advice of your dedicated investment manager, you will work closely to build a portfolio which is proactively managed.

If you have a keen, active interest in the financial markets, by adopting an advisory approach, you become part of the investment management team. You have the final say in all decisions relating to your investment, but we’ll work closely with you to help formulate your ideal strategy, advise on your decisions and consult on any changes to your portfolio.
If you’d like to make your own investment decisions, with full access to Quantum Capital’s research advice along with our highly efficient dealing and execution services this Advisory Mandate solution is for you. Timely, efficient dealing and execution are all part of the service, with an Advisory Mandate we also provide regular investment recommendations in your areas of interest.

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