Managed portfolios
A portfolio built and run for you
Our managers build a portfolio of shares and bonds for your goal and your comfort with risk, rebalance it every quarter and report in plain language.
Four steps
How it works
Step 1
Talk
A first meeting about your goal, timeline and income needs.
Step 2
Agree
A written plan with your risk level and fees.
Step 3
Invest
We build the portfolio over two to four weeks.
Step 4
Review
Quarterly calls and a yearly review of the plan.
Features
What you get
Three risk levels
Careful, balanced or growth, each with a written target mix.
Clear reports
A monthly statement and a two page quarterly letter.
Your name, your shares
Every holding sits in your own depository account.
One manager
A named manager who knows your plan.
Guide
Find your risk level
Answer three quick questions to see which example portfolio might suit you. This is a guide, not advice.
People
A word from the desk
We would rather a client understands one investment well than owns twenty they cannot explain. That is how we have worked since 1998.
Questions
Questions
What does it cost?
1.5 percent a year on the first ₦50,000,000, 1 percent above that, with no commission on trades. Example rates.
Can I take money out?
Yes, with five working days' notice.
Is this advice?
No. This page explains the service. An adviser can talk about your own situation.
Ready when you are
Open an account online, or call the desk and we will walk you through it.