Invest for Today’s Market
Personalised Discretionary Portfolio Management Services (DPMS)
Our Discretionary Portfolio Management Service (DPMS) offers you choice and flexibility on your managed assets.
Our team of experienced and highly-rated portfolio managers, research analysts and risk managers work together to monitor your investment plan on your terms while you retain full beneficial ownership of your investments.
We assist clients in delivering excellent returns with an investment strategy focused on research, diversification, growth and sustainability.
Do Your Clients Require Tailored Investment Solutions from a Sound Portfolio Manager?
The possibilities are endless for our clients with DPMS!
At First Asset Management, the possibilities of financial success for your clients are endless. Whether it’s crafting a solid financial plan, driving goal-oriented wealth plan, or curating a personalized portfolio, we’re here to guide them every step of the way.
Here are some of the amazing benefits to be enjoyed by your clients with DPMS.
- Bespoke financial plan tailored to the client
- Clients choose their preferred allocation based on risk tolerance
- Simple and quick onboarding process
Who can benefit from this?
High Net Worth Individuals and Ultra High Net Worth Individuals.
| Category | NGN | USD |
|---|---|---|
| Minimum Investment | 250M | 250K |
| Current Indicative Return | 22% | 8% |
| Asset Class Options | Money Market instruments, bonds (Nigeria and African), equities (Nigeria, US) | |
Please act fast and take advantage of the benefits associated with DPMS.
Let’s talk! Call us on 08069727936 / 08180001903. You can also send an email to equitiesandalternative@first-assetmanagement.com.
Let’s build our clients’ tomorrow today!
Our Investment Strategy
Research
Diversification
Growth
Sustainability
Connect With a Relationship Manager
Looking to invest, fund your venture, or get advice on wealth preservation? Our world-class team will partner with you to fully understand your requirements and create a customised solution for your brighter future.
