{"id":154,"date":"2023-04-13T11:57:17","date_gmt":"2023-04-13T11:57:17","guid":{"rendered":"https:\/\/iqeq.com\/cn\/services\/execution-and-portfolio-management-services\/"},"modified":"2025-11-05T09:11:07","modified_gmt":"2025-11-05T09:11:07","slug":"execution-and-portfolio-management-services","status":"publish","type":"service","link":"https:\/\/iqeq.com\/cn\/services\/execution-and-portfolio-management-services\/","title":{"rendered":"Execution and portfolio management services"},"content":{"rendered":"<section class=\"sidebar-anchor\">\n    <div class=\"container\">\n                    <p\n                class=\"pre-header pre-header--purple\"\n                id=\"overview\"\n            >\n                Overview            <\/p>\n            <\/div>\n<\/section>\n\n<section class=\"text-block standard-spacing  \">    <div class=\"container fade-in\">\n        <p>Our execution and portfolio management services are fully customisable to meet client requirements and leverage our deep investment experience as well as robust trading, operational and risk systems.<\/p>\n            <\/div>\n<\/section>\n\n<section class=\"service-boxes\">\n    <div class=\"container\">\n                            <div class=\"boxes\">\n                                    <div class=\"box box--purple\">\n                                                    <p class=\"title\">$857bn<\/p>\n                                                <p>assets under administration<\/p>\n                    <\/div>\n                                    <div class=\"box box--purple\">\n                                                    <p class=\"title\">800+<\/p>\n                                                <p>funds under administration<\/p>\n                    <\/div>\n                                    <div class=\"box box--purple\">\n                                                <p>Supporting <strong>13 of the top 15<\/strong> private equity firms<\/p>\n                    <\/div>\n                                    <div class=\"box box--purple\">\n                                                <p><strong>A global presence<\/strong> and <strong>unparalleled expertise<\/strong><\/p>\n                    <\/div>\n                                    <div class=\"box box--purple\">\n                                                <p>Streamlined processes for <strong>increased efficiency<\/strong><\/p>\n                    <\/div>\n                                    <div class=\"box box--purple\">\n                                                <p><strong>Tailored services<\/strong> to meet your specific needs<\/p>\n<p>&nbsp;<\/p>\n                    <\/div>\n                            <\/div>\n                    <\/div>\n<\/section>\n\n<section class=\"sidebar-anchor\">\n    <div class=\"container\">\n                    <p\n                class=\"pre-header pre-header--purple\"\n                id=\"key-services\"\n            >\n                Key services            <\/p>\n            <\/div>\n<\/section>\n\n<section class=\"text-block standard-spacing  \">    <div class=\"container fade-in\">\n        <ul class=\"ticks\">\n<li>Our team is experienced in managing a broad range of publicly traded securities (equities, fixed Income) as well as alternative assets (real estate, private equity, credit, infrastructure, structured products)<\/li>\n<li>We can provide all activities required by a portfolio manager including portfolio rebalancing, cash &amp; collateral management, portfolio risk oversight, trade &amp; deal execution, derivatives trading (OTC &amp; listed), FX hedging, portfolio reporting and document management<\/li>\n<li>We are broadly structure and jurisdiction agnostic with the ability to manage regulated and unregulated structures<\/li>\n<li><strong>\u00a0<\/strong>Clients include banks, insurance companies, asset managers, hedge funds, private equity firms, corporates, family offices and other institutional asset owners<\/li>\n<li>Our solutions benefit our clients by increasing speed to market, reducing cost and allowing clients to focus on their core capabilities<\/li>\n<\/ul>\n            <\/div>\n<\/section>\n\n<section class=\"sidebar-anchor\">\n    <div class=\"container\">\n                    <h2 id=\"why-iq-eq\">Why IQ-EQ?<\/h2>\n            <\/div>\n<\/section>\n\n<section class=\"text-block standard-spacing  \">    <div class=\"container fade-in\">\n        <p style=\"text-align: justify\">We assume full responsibility for all aspects of portfolio management.<\/p>\n<ul class=\"benefits\">\n<li style=\"text-align: justify\">Experienced investment team<\/li>\n<li style=\"text-align: justify\">Full asset class coverage<\/li>\n<li style=\"text-align: justify\">World class trading and risk management<\/li>\n<li style=\"text-align: justify\">Extensive operational infrastructure<\/li>\n<\/ul>\n<p style=\"text-align: justify\">Our team of experts has extensive experience and a deep, technical understanding of execution and portfolio management. Our team is here to support you and your clients in developing and implementing outsourced portfolio management solutions that meet your specific needs.<\/p>\n            <\/div>\n<\/section>\n\n<section class=\"hubspot-form standard-spacing\">\n    <div class=\"container fade-in\">\n        <div class=\"wp-block-hubspot\">\n                            <h2 class=\"wp-block-hubspot__title\">Get in touch<\/h2>\n                                        <div class=\"wp-block-hubspot__form\">\n                    \n\t\t\t\t\t\t<script>\n\t\t\t\t\t\t\twindow.hsFormsOnReady = window.hsFormsOnReady || [];\n\t\t\t\t\t\t\twindow.hsFormsOnReady.push(()=>{\n\t\t\t\t\t\t\t\thbspt.forms.create({\n\t\t\t\t\t\t\t\t\tportalId: 1931131,\n\t\t\t\t\t\t\t\t\tformId: \"6fba30e7-6fb2-4499-a083-5b3e4b18ac52\",\n\t\t\t\t\t\t\t\t\ttarget: \"#hbspt-form-1775647614000-3319513001\",\n\t\t\t\t\t\t\t\t\tregion: \"\",\n\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t})});\n\t\t\t\t\t\t<\/script>\n\t\t\t\t\t\t<div class=\"hbspt-form\" id=\"hbspt-form-1775647614000-3319513001\"><\/div>                <\/div>\n                    <\/div>\n    <\/div>\n<\/section>\n\n\n<section class=\"sidebar-anchor\">\n    <div class=\"container\">\n                    <h2 id=\"key-contacts\">Key contacts<\/h2>\n            <\/div>\n<\/section>\n\n    <section class=\"related-section related-section--people related-section--centered standard-spacing\">\n        <div class=\"container\">\n                        <div class=\"cards row-load\">\n                    <div class=\"person-card\">\n                    <a href=\"https:\/\/iqeq.com\/cn\/people\/neil-synnott\/\" class=\"bg-img lozad normal\">\n                <img width=\"290\" height=\"190\" class=\"attachment-person_card size-person_card lozad\" alt=\"\" sizes=\"(max-width: 290px) 100vw, 290px\" data-src=\"https:\/\/iqeq.com\/cn\/wp-content\/uploads\/sites\/7\/2024\/08\/Neil-Synott-Formal-Grey.png\" \/>            <\/a>\n            <a href=\"https:\/\/iqeq.com\/cn\/people\/neil-synnott\/\" class=\"bg-img lozad hover\">\n                <img width=\"290\" height=\"190\" class=\"attachment-person_card size-person_card lozad\" alt=\"\" sizes=\"(max-width: 290px) 100vw, 290px\" data-src=\"https:\/\/iqeq.com\/cn\/wp-content\/uploads\/sites\/7\/2024\/08\/Neil-Synott-Informal-Green-2024.png\" \/>            <\/a>\n                <div class=\"info\">\n                            <h3>\n                    <a href=\"https:\/\/iqeq.com\/cn\/people\/neil-synnott\/\">Neil Synnott<\/a>\n                <\/h3>\n                        <p class=\"job-title\">Regional Chief Commercial Officer, APAC<\/p>\n            <div class=\"border\"><\/div>\n                            <p class=\"location\">Singapore<\/p>\n                        <a href=\"#contact-person\" class=\"link link--deepgray email\">\n                Send email            <\/a>\n                            <a href=\"tel:+6569551574\" class=\"link telephone\">\n                     +65 6955 1574                <\/a>\n                                        <a href=\"https:\/\/iqeq.com\/cn\/people\/neil-synnott\/\" class=\"link link--deepgray permalink\">\n                    Full profile                <\/a>\n                                        <div class=\"socials\">\n                    <a href=\"https:\/\/www.linkedin.com\/in\/neil-synnott-21796a26\/\" class=\"linkedin\">\n                        <span class=\"screen-reader-text\">LinkedIn<\/span>\n                    <\/a>\n                <\/div>\n                    <\/div>\n    <\/div>\n            <\/div>\n            <div class=\"button-wrapper\">\n                            <\/div>\n        <\/div>\n    <\/section>\n\n\n<section class=\"sidebar-anchor\">\n    <div class=\"container\">\n                    <p\n                class=\"pre-header pre-header--purple\"\n                id=\"faq\"\n            >\n                FAQ            <\/p>\n            <\/div>\n<\/section>\n\n<section class=\"text-block standard-spacing  \">    <div class=\"container fade-in\">\n        <h2>Portfolio Management FAQs<\/h2>\n                    <div class=\"table\">\n                                    <div class=\"row\">\n                        <div class=\"col\">\n                            What is portfolio management?                         <\/div>\n                        <div class=\"col\">\n                            <p>Portfolio management is the process of managing a collection of investments, known as a portfolio, on behalf of an individual or an organisation. The goal of portfolio management is to optimise the returns on the portfolio while minimising risk.<\/p>\n                        <\/div>\n                    <\/div>\n                                    <div class=\"row\">\n                        <div class=\"col\">\n                            How do IQ-EQ manage funds?                        <\/div>\n                        <div class=\"col\">\n                            <p>We help our clients manage their funds by giving them access to our fund management license. Essentially, this means that our clients &#8220;rent&#8221; our license to manage their funds, allowing them to benefit from our expertise and experience in managing investments.<\/p>\n                        <\/div>\n                    <\/div>\n                                    <div class=\"row\">\n                        <div class=\"col\">\n                            Do you offer portfolio management services in other countries?                        <\/div>\n                        <div class=\"col\">\n                            <p>We can manage funds for clients in many other European countries with the necessary regulatory approvals. As a global firm, we have the expertise and resources to onboard investors from all countries.<\/p>\n                        <\/div>\n                    <\/div>\n                            <\/div>\n            <\/div>\n<\/section>","protected":false},"excerpt":{"rendered":"","protected":false},"featured_media":0,"parent":0,"menu_order":0,"template":"","expertise":[17],"service_category":[27],"class_list":["post-154","service","type-service","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Execution and portfolio management services | IQ-EQ Mainland China<\/title>\n<meta name=\"description\" content=\"From trade execution to oversight, our execution &amp; portfolio services power smarter investing. 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