Investment Advisory Services
Our investment advisory service designed for institutional investors, will offer your organization the periodic investment strategy meetings to review and discuss portfolio strategies and the investment terrain
Some of the benefits
Convenience
You can transact from anywhere with our online platforms (Mobile App and Web Portal)
Diversification
Our Mutual Funds mitigate investment risks by investing across a diverse range of assets thus avoiding concentration risk
Flexibility
Our array of investment products are designed to suit your financial needs. You can easily subscribe for/and redeem your investments
Security
Invest with us with the knowledge that your investment is safe
Highlights
Our investment advisory service, designed for institutional investors, will offer your organization the following:
- Periodic investment strategy meetings to review and discuss portfolio strategies and the investment terrain
- Developing and reviewing the fund’s asset allocation upon consideration of pre-determined parameters which will include certain investment considerations i.e. time horizon, risk and investment objective
- Periodically reviewing the institution’s objectives and current market realities considering existing regulations
- Creating an appropriate investment risk management framework
- The Global Wealth and Society Awards West Africa 2019(The Best Private Bank in Wealth and Society).
International Finance Awards 2019(Most Innovative Fund Management Company in Nigeria). The Private Wealth Manager, Banker Global Private Banking Award (for the fourth consecutive year). Wealth & Investment (Stanbic IBTC Asset Management Limited). 2019 Global Banking & Finance Awards (Best Non-Pension Asset Management Company Nigeria 2019). Best Asset Management Company (SIAML) in Nigeria awarded by 2020 Global Banking & Finance Awards. FMDQ Gold Awards 2021 (Most Active Buy-side Participant in the Fixed Income Market) - Advice on asset class and security selection
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Highlights
Our investment advisory service, designed for institutional investors, will offer your organization the following:
- Periodic investment strategy meetings to review and discuss portfolio strategies and the investment terrain
- Developing and reviewing the fund’s asset allocation upon consideration of pre-determined parameters which will include certain investment considerations i.e. time horizon, risk and investment objective
- Periodically reviewing the institution’s objectives and current market realities considering existing regulations
- Creating an appropriate investment risk management framework
- The Global Wealth and Society Awards West Africa 2019(The Best Private Bank in Wealth and Society).
International Finance Awards 2019(Most Innovative Fund Management Company in Nigeria). The Private Wealth Manager, Banker Global Private Banking Award (for the fourth consecutive year). Wealth & Investment (Stanbic IBTC Asset Management Limited). 2019 Global Banking & Finance Awards (Best Non-Pension Asset Management Company Nigeria 2019). Best Asset Management Company (SIAML) in Nigeria awarded by 2020 Global Banking & Finance Awards. FMDQ Gold Awards 2021 (Most Active Buy-side Participant in the Fixed Income Market) - Advice on asset class and security selection