Investment advisory

From Wikipedia, the free encyclopedia

This article does not cite any references or sources. (November 2007) Please help improve this article by adding citations to reliable sources. Unverifiable material may be challenged and removed.

This article is orphaned as few or no other articles link to it. Please help introduce links in articles on related topics. (November 2007)

This article or section needs to be wikified to meet Wikipedia's quality standards. Please help improve this article with relevant internal links. (November 2007)

Investment advisory, in financial/investment organizations, is the unit linking the investment professionals in the central asset management unit (Investment Research, Portfolio Management) to the relationship managers and/or to important clients of the asset management organization. Investment Advisors explain the investment ideas of the experts to their internal or external clientele and propose adequate investment solutions. In turn, they identify needs and wishes of the clients or the Relationship Managers of their organization and transport them to the central (financial/investment) asset management unit.