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.
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.
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.
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
Non-Discretionary Portfolio Management
Comments are closed.