WHO WE ARE
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. .
VISION
Our vision is to provide our clients with an honest and knowledgeable partnership that saves them time and money.
MISSION
To be the preferred partner to those seeking independent and objective investment advice and coordination of all their assets.
OUR CORE VALUES
OUR APPROACH
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.
Services
Cash Management
Cash Management
Comprehensive Performance Reporting
Comprehensive Performance Reporting
Global Asset Allocation and Investment Strategy Consulting
Global Asset Allocation and Investment Strategy Consulting
Objective investment counsel
Objective investment counsel
Trusteeship, Tax and Estate Planning
Trusteeship, Tax and Estate Planning
Coordination of professional parties
Coordination of professional parties
Investment Manager Selection and Monitoring
Investment Manager Selection and Monitoring
Real Estate Portfolio Management
Real Estate Portfolio Management
Management
We have assembled a good team to look after your investments
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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