Why use an Investment Manager ?

Partnering up with an Investment Manager allows your clients to invest in transparent and easy-to-manage portfolios with complete oversight from the adviser’s end. Based on the client’s risk-based mandate, we can customize the client’s investments with our range of Model Portfolios.

By using Individual Managed Accounts (IMAs), IQCM aligns with the adviser for the specific client needs and requests. The ongoing management is executed with full transparency for both the individual investor and adviser.

In addition, we have developed our own proprietary investment management platform, after many years operating as a fund manager ourselves. A cloud-based investment management system named Matrix was built to support our clients to explore, create, build, adjust and execute investment decisions, all with complete transparency.

In comparison with other investment vehicles, the Individually Managed Account (IMA) has the following advantages:

  • Constructing a unique account using our blending facility
  • Changing models in a tax-advantaged manner
  • View your underlying investments at any time
  • Move investments in and out of your account at any time
  • Keep your trading costs down with our netting policy
  • Retain the key benefits of managed funds
  • You don’t inherit other investors’ capital gains
  • You can easily arrange for regular additional investments or withdrawals