Our Business
We offer personalised investment management services to enable individuals and families grow and manage their investments across asset classes including fixed income, equities, collective investment schemes and other alternative assets. Our experienced investment advisors who are supported by our research and investment teams will work with you to develop a strategy designed to enable you meet your financial goals.
To enable you meet your financial goals, we adopt the following approach to manage your wealth:
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Understanding your objectives and values
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Building your investment plan
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Selecting an investment strategy
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Active investment management
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Providing you access to monitor your investment
Our Services
Private Wealth Management
As a trusted partner in managing your personal or family wealth, you have access to a financial advisor to assist you to build a financial plan, invest, manage risk and ultimately achieve your financial goals. Your financial plan will be robust and also flexible to accommodate necessary adjustments based on thorough reviews. As a partner to help you achieve your financial goals, we help you develop a clear achievable goal considering your risk tolerance and unique needs. This helps us to select the investment options suitable for you to enable you achieve your financial goals.
Retirement Products
Our People
Eric Adjei-Yeboah
Manager, Wealth Management
Kofi Kyei
Deputy Manager, Wealth Management
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