ASSET MANAGEMENT
We deliver top of the line Investment Management services to our clients and manage funds for Individuals and Companies.
We make well timed investment decisions on behalf of our Clients providing innovative structured solutions for specific needs through our expertise in Mutual funds, Wealth Management, Portfolio Management, Hedge Funds, Venture Capital, Investment Advisory and Institutional Asset Management.
Working with a strategic group of several investors, we are able to effectively diversify our clients’ portfolios, mitigating associated risk while deriving higher value options with better Capital appreciation prospects.
As Asset Managers we determine what investments to make, or avoid, that will grow a client’s portfolio. We conduct series of rigorous research utilizing both macro and micro analytical tools. This includes statistical analysis of the prevailing market trends, interviews with company officials, and anything else that would aid in achieving the stated goal of client asset appreciation.
We invest in products such as Equity, Fixed income, Real estate, Commodities, Alternative Investments and Mutual funds. Accounts held by financial institutions often include cheque writing privileges, credit cards, debit cards, margin loans, the automatic sweep of cash balances into a money market fund and brokerage services.

Mutual Funds
We present a unique and highly rewarding Investment opportunity to investors to set their money working efficiently and effectively independent of them, with the ultimate goal of achieving long-term returns that are uncorrelated with the Nigerian equities market by investing in a portfolio of Federal Government Bonds, Money Market Securities and Cash that have been approved by the Securities and Exchange Commission of Nigeria for our investors.

Wealth Management
We build Wealth through the Stock market, Real estates, Digital market, Gold mining, Investments in shares of company stock, Hard Currency exchanges, Crude Oil, Metals, Energy, Agriculture and turn this assets into cash. Our unique client-owned structure allows us to return profits to our investors in the form of lower expenses. Low costs helps our clients keep more of their returns, which can help them earn more money over time.
We have a lending portfolio ranging from office buildings, warehouses and distribution facilities to mixed-use, multi-family properties and retail centers. Our portfolio includes a full range of loan structures, competitive rates and a long-term commitment to funding throughout the real-estate cycle which gives us a very high return.

Portfolio Management
Based on your investment objectives, we manage your wealth in a way that consistently surpasses the market. The individual investment needs of our high-net-worth and institutional clients are met through our Discretionary Portfolio Management Services (DPMS). By leveraging our broad investment resources, in-depth research, local insights and risk management expertise, we deliver bespoke portfolio solutions.
DPMS 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 assist clients with defining their investment policy and select the most suitable investment strategy.
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
- Research-based investment management and portfolio construction
- Diversification of portfolios across various sectors, markets and asset classes
- Generating superior returns through careful investment selection

Hedge Funds
Our team of Fund Directors are experts through every stage of the fund life cycle. With considerable experience across a wide range of fund structures and investment strategies, we guide our clients through the process of fund launch and ongoing maintenance, including board support, Directorship services and Regulatory obligations.
Tap into our industry expertise and Innovative Technology solutions to meet investor demands and manage risk while you focus on your investment strategies. Ease the burden of operations with a Hedge Fund Administration partner that understands the industry and knows what you need. We are meticulously designed to serve as an extension of your business.
Work with people who understand your unique needs and vision. Our experienced specialists who understand hedge fund accounting to buy-side experts are always looking for ways to make operations better, faster and smarter. We are built to handle complexity in assets, data, strategy, regulation and capital structure, our services provides the tools to ease your administrative burdens.
Our Hedge Fund Services
We offer administrative support and expertise for complex assets and strategies. From routine daily tasks to complex portfolio management, our comprehensive services cover the entire investment process across a wide range of fund strategies, domiciles and structures.
Our hedge fund services include:
- Fund formation and administration
- Fund accounting
- Fund administration
- Directorships
- Listings
- Registrar and Transfer Agency
- Unit Trusts
- Voluntary Liquidation
- Ancillary Support
- Manager of managed entity services
- SPV and Corporate services
- Investor Services
- Cash Management Services

Venture Capital
Our services are tailored to your specific needs and delivered through our client-centric model supported by state-of-the-art technology platforms with a multi-jurisdictional operational capability.
We provide an agile and responsive service to support you to succeed in a fast-paced and rapidly changing environment. Our single-source solution includes Fund administration, Depositary, Digital banking, SPV administration, regulatory reporting and corporate services.
Detailed investment analytics reporting including performance tracking, attribution analysis and exposure reporting allow you to access and monitor the performance of your investments with ease.
Our Venture capital investors are amongst some of the most innovative in the market. Backed by leading technology and leveraging on our global operating model, we ensure clients can benefit from our collective knowledge and multi-jurisdictional expertise.
Regardless of the complexity of your fund structure and associated entities, we provide services that not only support you in meeting your own internal requirements, but also the demands of the investors.
Our Venture Capital Services
- Directorships
- Listings
- Registrar and Transfer Agency
- Unit Trusts
- Substance
- Compliance
- Voluntary liquidation
- Ancillary support
- Manager of managed entity
- Investor services
- Fund Launch / Establishment
- Fund Accounting
- SPV Administration
- Regulatory Reporting
- Depositary Services
- Banking Services

Investment Advisory
Our Professional Investment Advisors offer Investors the opportunity to exploit their assets through Investment products which fit their own risk/return preferences. With this approach, our clients’ investment needs and their preferences are our main focus. Hence reaching the highest client satisfaction is our primary target.
Our Clients are regularly updated on the recent market conditions. Based on the mutual discussions with our clients, their investment strategy is updated and modifications are made between investment products.
Our Investment Advisory service, designed for Institutional Investors, will offer our Clients the following:
- Periodic investment strategy meetings to review and discuss portfolio strategies.
- Developing and reviewing the fund’s asset allocation upon consideration of pre-determined parameters.
- Periodically reviewing the institution’s objectives and current market realities.
We work closely with clients to develop a coordinated and intentional asset management plan, through five critical steps:
- We obtain a written Investor Profile to guide us in making decisions that are consistent with your personal objectives, risk tolerance and time horizon.
- We develop an Account Structure Proposal that identifies the optimal number and type of accounts.
- We construct an Investment Policy Statement that establishes guidelines for making decisions and creates a benchmark for the aggregate portfolio.
- We organize and engage your portfolio, according to the now established guidelines.
- We monitor and report your progress, every calendar quarter.

Institutional Asset Management
We provide independent advice and investment management services to a wide range of institutional clients including family offices, foundations, endowments and pension plans. Every investment plan is established to fulfill a unique liability or need of an organization’s mission. We combine technological savvy, personalized planning and structured advice to help our clients achieve their goals and providing solutions.
We believe long-term performance is important, but we also recognize your need to manage risk within the context of meeting your goals, objectives and future spending needs. Thus we create portfolios that are easy for you to understand, operationally efficient, low-cost, transparent and liquid.
We work with institutional clients in a number of ways:
- Establishing investment policy
- Selecting investment funds
- Monitoring the results
- Preparing written investment guidelines
- Controlling and accounting for all investment related expenses
- Diversifying portfolio assets according to the specific risk/return objectives of the participants and beneficiaries
Whether you’re a private or public institution, we’ll find the right investment plan to suit your business needs. Our services are tailored to meet your specific needs whether short, medium or for the long term.