Asset Management
For over 50 years we have supported our clients’ aspirations for nancial
independence through a number of Collective Investment Schemes. We
also provide bespoke investment services to High Net Worth Individuals,
families, corporations and African governments.
OUR SERVICES
Portfolio Management
Offered as both Discretionary or Self-Directed Service to institutions and HNIs, our Fund
Managers and Investment Advisors design, implement and administer customized
investment combinations across a variety of asset classes.
Gratuity Schemes and Employee Investment Schemes
This is offered as a complement to the established compulsory savings/pension schemes.
We work with your organization to create a pooled investment structure designed to
enhance the well-being of your employees through wealth creation.
Collective Investment Schemes (Mutual Funds)
The Mutual Funds offer signicant value to the investing public with a minimum
subscription of N10,000. Each fund targets a specic asset class or combination of asset
classes in recognition of the diverse risk appetite of the investing public. Our funds
include Balanced Fund, Bond Fund, Equity Fund, Money Market Fund (with an A rating
from Agusto), Wealth for Women Fund and Nigerian Eurobond Fund.
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