While investment is potentially most rewarding, it is more complex than ever before. When it comes to money and investments, everyone has different requirements and different reasons for investing depending on their investment profile.

Each profile represents a particular response to the balance a client might wish to strike between risk and return. Some investors seek out long term investments hoping to attain capital preservation, incremental growth in level of investment (through bonus issues and rights offer), steady stream of income (dividend) and capital appreciation

Our Wealth Management Programme is designed for individuals and institutional investors who seek long term optimal returns on their investments at a reasonable price. Investments are mainly in listed stocks of companies with attractive valuation levels, good profit growth and strong financial ratios.

The programme integrates the investor’s objectives, investment preferences and risk tolerance to ensure that our clients realize their objectives for investing in the capital market over the long term.

We always work towards developing a long term relationship with clients who enrol for the wealth management programme. This, we believe, is intrinsic to efficiency and better results.

Programme Features

Account Opening: Minimum of N5,000,000.00 (Five Million Naira).

Minimum Period: A minimum investment period of one (1) year

Management Mode: There are three account management options available to the client, developed to meet individual preferences.

Discretionary Managed Accounts

Under this account type, our clients authorize us to invest at our discretion. BGL has discretionary rights to decide on how the portfolio would be managed and which shares to buy or sell without contacting the client. However, BGL will carefully define and agree investment parameters with each client to ensure optimal return and achieve the client’s investment objectives.

Semi Discretionary Managed Accounts

BGL recommends securities to be purchased/sold on behalf of each client. However, actual purchase/sale will only be executed after receiving the clients’ comments/input and authorization.

Non –Discretionary Accounts

Under this account type, the client decides on the shares to be purchased/sold and advises us accordingly. BGL simply acts as custodian for the securities by executing and settling your orders.

Performance Update

Performance reports on the investment will be forwarded to the client at the end of every quarter. The report will comprise a performance analysis on the portfolio and a statement of account.

Interest on Unutilized Portion of Investment

To ensure that your money is effectively managed, interest would be paid on any uninvested portion of the funds. The management fee is a graduated commission based on assets under management and payable in arrears quarterly.

Management Fee

The management fee excludes the These fees are applicable to all the transactions done on the floor of the NSE. Non –Discretionary Accounts Performance Update Interest on Unutilized Portion of Investment Management Fee regulatory fees and charges payable on securities transactions on the floor of the Nigerian Stock Exchange (NSE).Wealth Management