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Execution and portfolio management services

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.


assets under administration


funds under administration

Supporting 11 of the top 15 private equity firms

A global presence and unparalleled expertise

Streamlined processes for increased efficiency

Tailored services to meet your specific needs


Our  execution and portfolio management services

  • 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)
  • We can provide all activities required by a portfolio manager including portfolio rebalancing, cash & collateral management, portfolio risk oversight, trade & deal execution, derivatives trading (OTC & listed), FX hedging, portfolio reporting and document management
  • We are broadly structure and jurisdiction agnostic with the ability to manage regulated and unregulated structures
  •  Clients include banks, insurance companies, asset managers, hedge funds, private equity firms, corporates, family offices and other institutional asset owners
  • Our solutions benefit our clients by increasing speed to market, reducing cost and allowing clients to focus on their core capabilities

We assume full responsibility for all aspects of portfolio management.

  • Experienced investment team
  • Full asset class coverage
  • World class trading and risk management
  • Extensive operational infrastructure

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.

Portfolio Management FAQs

What is portfolio management?

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.

How do IQ-EQ manage funds?

We help our clients manage their funds by giving them access to our fund management license. Essentially, this means that our clients “rent” our license to manage their funds, allowing them to benefit from our expertise and experience in managing investments.

Do you offer portfolio management services in other countries?

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.

Working with IQ-EQ has been seamless – you and your team understand our business, advise us appropriately, and handle your side of our collective partnership so that we can focus on making good investment decisions. Evan Gibson SVP, Merchants Capital

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Interested in joining our team?

We are always on the lookout for passionate people that possess IQ and EQ to join our growing team.

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