Products and Services

Financial Advisory, Investment/Portfolio Managament, Securities Trading & Asset Management

Estate Shares Management

This service involves the endorsement and transmission of a client’s assets to their beneficiaries in the event of their death.

Research

Our research team tracks economic and market data for performance of all major asset classes in Nigeria and globally to help spot trends and develop new opportunities for our clients. We use these insights to give our clients an edge in creating investment strategies and portfolios that provide wealth.

Product Recommendation

We provide this service in order to inform, guide or recommend to our clients an investment strategy, concerning one or several financial instruments or products, including any opinion as to the present or potential value of their investments.

Financial Planning

The aim of this service is to provide a comprehensive evaluation of a client’s current and future financial state by using variables such as their financial goals or net worth to predict future cash flows, asset values and withdrawal plans. This is to ensure that our clients are responsive to changes that must be made to guarantee a smooth transition through life’s financial phases, such as decreasing spending or changing asset allocation.

Discretionary Portfolio Management

This service allows us execute investment decisions without the client’s consent in order to manage their portfolio and achieve their stated investment objectives.

Non-Discretionary Portfolio Management

This service involves us executing investment decisions with the consent the client before implementing any specific individual investment decisions on their portfolio. In addition, we will offer any advice or recommendation necessary.

Equity Trading

This service is for clients who wish to buy and sell shares. We execute transactions for individual and corporate clients with maximum efficiency and professionalism.

Bond Trading

This service is for clients who wish to diversify their portfolio.  We assist in the investment of Treasury Bills, Promissory Notes and Commercial Papers. In addition, our position in the primary and secondary market aids the diversification of our clients fixed income instruments.

OTC Trading

This service is for client’s who wish to buy and sell unquoted shares. Our position as a Member of National Association of Securities Dealers (NASD) Ltd allows us to do this efficiently and effectively.

Fund Management

This service aims to manage the investment funds for client accounts. This includes studying the client’s needs and financial goals, creating an investment plan, and executing the investment strategy.

Liquidity Management

This service aims to preserve capital, provide liquidity and offer competitive returns for our clients. Using our knowledge, expertise and capabilities, we match liquidity to your requirements.

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