Discretionary Portfolio Management

Let us help you manage your wealth in a way that consistently outperforms the market.

Our Discretionary Portfolio Management Services (DPMS) leverage our broad investment resources, in-depth research and risk management expertise to deliver bespoke portfolio solutions that meet the individual investment needs of our high-net-worth and institutional clients.

This service allows clients to invest in a diversified portfolio of individual securities. Unlike a mutual fund, the individual securities are owned directly by the client. We help clients to define their investment policy and select the most suitable investment strategy.

All of our DPMS portfolios are managed according to a client’s investment objectives by experienced and qualified investment managers. Backed by our deep understanding of local markets, our team of investment professionals will identify superior investments opportunities to help our clients reach their objectives. We complement these services with robust execution capabilities and attentive client service.

Investment Strategy

Our investment strategy is focused on:

  • Research-based investment management and portfolio construction
  • Diversification of portfolios across various sectors, markets and asset classes
  • Generating superior returns through careful investment selection
  • Continuous market analysis to maintain clear competitive advantage and secure superior returns.

Contact Us for more information about our Discretionary Portfolio Management Services

Investor Education

Expand your knowledge on investment. Our digital library of resources will give you a good grip on the Nigerian investment landscape.

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