Description
Discretionary Portfolio Management is designed for discerning investors who desire tailored investment services.
We provide expert advisory services to support customers in the construction of bespoke investment portfolios such that their investment objectives are accomplished or near-accomplished. The investment outlets available to customers include money-market, capital market, property and private investments.

Objective
The objective of this service is to afford high net worth individuals and corporations to invest their monies in a range of different asset classes based on their expectations on financial returns and on their risk thresholds.

Features

• Minimum initial investment: 10million
• Minimum subsequent investment: variable
• Minimum investment period: 12 months
• Quarterly appraisal of portfolio performance
   

Product Mix
Asset Mix based on client’s investment objectives, risk tolerance and time horizon:  Equities, Bonds, Treasury Bills, Bankers Acceptance, Fixed Term Deposit, Commercial Papers, Real Estate Notes, etc.