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We are a multi-client  office formally set up in June 2016 to provide asset management advisory services to our private clients. Our aim is to work closely with clients and ensure that their needs are met and our services are tailored completely to their specific needs. .


Our vision is to provide our clients with an honest and knowledgeable partnership that saves them time and money.


To be the preferred partner to those seeking independent and objective investment advice and coordination of all their assets.




We have designed a work approach that is convenient for our clients

Sign a management agreement

Review current situation

Engage Fund Manager, Broker and/or Agents

Renegotiate terms with Fund Managers, Bankers or Brokers

Provide monthly or quarterly reports on consolidated investments

We believe that our clients always come first, and hence have designed our processes to ensure that at any point in time, we are delivering the best possible service to our clients.


Cash Management

Cash Management

  • Receive/post outstanding payables and track vendor payments
  • Establish internal controls, including expense approvals and archiving
  • Categorize and code expense transactions, including tracking transfers between entities
  • Maintain/manage cash balances
  • Facilitate detailed financial reporting, maintain trial balance and general ledgers for each entity
  • Comprehensive Performance Reporting

    Comprehensive Performance Reporting

  • Maintain summary of major assets, ownership and key contacts
  • Maintain copies of investment documents, statements, financial reports and correspondence
  • Provide consolidated summary of assets’ and investment performance within defined periods
  • Financial record keeping and document retention
  • Consolidated investment reporting
  • Consolidated financial reporting
  • Monthly investment updates
  • Global Asset Allocation and Investment Strategy Consulting

    Global Asset Allocation and Investment Strategy Consulting

  • Strategic asset allocation and investment strategy
  • Develop Investment Policy Statement for all accounts and/or legal entities
  • Investment due diligence, selection and monitoring
  • Objective investment counsel

    Objective investment counsel

  • Investment due diligence, selection and monitoring
  • Consolidated investment reporting
  • Goals-based financial and cash flow planning, liquidity management and capital sufficiency analysis
  • Trusteeship, Tax and Estate Planning

    Trusteeship, Tax and Estate Planning

  • Provide a complete infrastructure to meet complex trust obligations
  • Develop & Implement core values’ statements.
  • Develop a Mission Statement
  • Education planning including next generation education
  • Tax aware advice on asset location and income and gift tax return reviews
  • Estate plan reviews and recommendations
  • Creation & communication of wealth transfer objectives
  • Annual estate plan review, recommendations & monitoring
  • Coordination of professional parties

    Coordination of professional parties

  • Proactive management of providers, accounts and cash flow
  • Reporting and objective analysis of all investment performance and tax information
  • Management and negotiation of provider costs
  • Management and negotiation of vendor performance
  • Investment Manager Selection and Monitoring

    Investment Manager Selection and Monitoring

  • Review provider’s performance
  • Recommend alternatives
  • Monitor performance of providers and vendors
  • Improve service quality
  • Real Estate Portfolio Management

    Real Estate Portfolio Management

  • Maintain inventory of assets
  • Maintain schedule of income
  • Define property renewal cycles
  • Manage agents/vendors
  • Define investment policy for revenues
  • Oversee additional acquisition or sales
  • Management

    Chioma Okigbo

    Chioma Okigbo

    MD CEO

    35 years of combined experience both locally and internationally. Diverse skills in advisory & analytics, asset allocation, and relationship management

    Come and Work with Us


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