Investment Consultancy

Investment consultants advise their clients, which can include asset owners, fund managers, and trustees, on which funds, asset classes, and countries to invest into as a part of the investment and asset allocation strategy and portfolio construction process.

What is the role of an investment consultant?

The investment consultant is responsible for reviewing the client's financial situation and formulating a plan to meet their goals. Their duties include actively monitoring the client's investments and working with them as their financial objectives change over time.