Institutional Asset Management

Whether you’re a private or public institution, we’ll find the right investment plan to suit your business needs. Our Institutional Asset Managers work with you, taking the time to better understand your business so that we can help optimize income cash flow management and proper investment management, giving you the freedom to pursue your strategic initiatives.

Our focus is to help our Institutional clients, ranging from companies seeking efficient Treasury management to Employee Plans looking to maximize employee investment returns, to make more informed investment decisions and optimize their portfolios through customized and innovative solutions.

Our services are tailored to meet your specific needs whether short, medium or for the long term.

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Employee Welfare schemes

We are cognizant of the fact that employees are the lifeblood of any organization and their financial well being is pertinent to the success of firm. We have therefore designed various staff benefit plans i.e employees savings plan, staff loyalty schemes, special schemes investment clubs etc to help improve the livelihood of employees upon their disengagement from the firm.

Gratuity Scheme

This allows employers make adequate cash provisions for the payment of employee benefits at severance. The scheme offers exposure to either traditional or alternative asset classes to ensure maximum returns and provide the necessary liquidity to meet liabilities as they crystallize. To manage a company’s Gratuity scheme, we take into consideration the retirement profile of the staff and structure the investment portfolio to provide liquidity for payment as they fall due.

Liquidity Management

This involves the management of funds that may be required within short notice to meet unexpected calls/payouts. Consequently, in coming up with a strategy in managing these funds it is important we understand the business model in entirety and the possible immediate to short term cash requirements so as to maintain a reasonable level of liquidity.

Asset Replacement Schemes

Organizations make budgetary provisions for replacements of assets that are essential to the successful operations of their business and in many cases these funds are not invested efficiently for maximum returns. We have over the years worked with several organizations to put in place investment programs which helps maximize the return on investment.

What We Offer

Wealth Advisory & Financial Planning

Our Wealth Advisors/Financial Planners are well positioned to assist you in achieving your dreams.

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Investment Management

Our group of dedicated Private Wealth Advisors and Portfolio Managers access resources to develop..

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Institutional Asset Management

We understand that every business is unique and as a strategic partner with a long-standing commitment..

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Mutual Funds & Unit Trusts

Our Funds provide a practical means of building a diversified portfolio for various investment..

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