Your own portfolio
Shares, bonds and money market chosen for you, held in your own name at the custodian.
From ₦50m
Private wealth, for families who plan in generations
A discretionary portfolio built around your family, a relationship manager who knows your name, and planning for children, property and the business you hope to hand on.
What you receive
A service built around one family at a time
One relationship manager
A named person with a direct line, backed by our investment committee.
Education planning
Funding schedules for each child, from nursery to postgraduate study abroad.
Property and land
Cash flow planning around building projects and land purchases.
Succession
Letters of wishes, trusts and joint accounts, arranged with your lawyer.
Dollar assets
A dollar sleeve for school abroad and dollar costs.
The first year
How a mandate begins
01
A long first conversation
At our office, your home or by video. We ask about the family, the business and what keeps you up at night.
02
A written plan
Your goals, the mix we recommend, the risks and the fees, in plain words, for you to keep.
03
Moving assets across
We take over existing holdings where sensible, without forced selling.
04
Quarterly reviews
A meeting each quarter and a report you can share with your spouse or lawyer.
Fees
Simple, tiered and on every statement
| Portfolio size | Annual fee | Reviews |
|---|---|---|
| ₦50m to ₦250m | 1.25% | Quarterly |
| ₦250m to ₦1bn | 1.0% | Quarterly |
| Over ₦1bn | 0.75% | Monthly, on request |
Example rates and figures for this demo. The value of investments can fall as well as rise, past performance is not a guide to the future and returns are not promised.
Questions
About private wealth
It is our usual starting point. Families who expect to reach it within two years are welcome to start sooner.
Yes, in your investor account, updated daily.
We work with your lawyer. We do not draft wills ourselves.
Begin with a private conversation
No forms, no obligation. Tell us about your family and we will tell you honestly whether we can help.