Active Portfolio Management (A-Port)

What is A-Port?

A-Port is an active portfolio management product, aimed at sustainably delivering benchmark beating, inflation adjusted returns to clients.

The product avails institutional clients and Ultra HNIs the opportunity to retain custody of their funds/assets, whilst we provide professional advisory services on how to optimally enhance the return on their portfolio holdings as well as swift and transparent execution.

For Whom?

Designed for corporate Institutions and Ultra HNIs looking to optimize returns on their treasury and investment holdings.

What solution does it offer?
Sound investment advisory services that anticipate opportunities in an ever-dynamic global financial market as well as excellent trade execution.

How Does It Work?

It is strictly an investment/trading strategy advisory and quick execution with or without custody of your assets/cash. Your cash/assets reside with a reputable custodian of your choice.

What categories of assets? Strictly fixed income assets: Local FGN Bonds and Treasury Bills and USD Dominated Sovereign Eurobond.

This product is designed to generate benchmark beating returns on a consistent basis. Your dedicated Portfolio Manager identifies market entry and exit opportunities across the various asset classes. We manage our clients’ tailor-made portfolios by actively trading their investments with the goal to exceed their investment expectations.

The benefits of this product are:

  1. Competitive risk adjusted return
  2. Low maintenance (Fully discretionary)
  3. Diversified portfolio
  4. Can be used to save towards a future project e.g. Housing Project, Retirement plan etc.
  5. Liquidity
  6. Free Financial Advisory Services

Your dedicated Portfolio Manager identifies market entry and exit opportunities across the various asset classes.

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