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Products Portfolio Management Services

Personalized full-service investment management

Actively monitored, tailored investment strategies that align with your financial objectives and risk tolerance

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Highlights of Portfolio Management Services

Customized

Tailored to each client’s parameters (return objectives, risk appetite, investment horizon, and unique circumstances)

Flexible

Manage your investment on a discretionary or non-discretionary basis

Performance-driven

Designed to achieve strong risk adjusted returns

Expertise

Backed by our intellectual capital and over 50 years cumulative experience of our investment team.

Portfolio Management Services is ideal for

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High Net-worth Investors (HNIs)

Who want institutional-grade expertise managing their investments around the clock, and need sophisticated long-term strategies that evolve with changing life stages and priorities

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Institutional Investors

Corporates, foundations, endowments, etc., that require professional asset allocation, compliance-aligned management and fiduciary oversight of large capital reserves

Investment terms & FAQs for Portfolio Management Services

Investment Terms

  • ₦150 million
  • Recommended minimum holding period of 2 years
  • Quarterly review and rebalancing of portfolio
  • Constant Tactical adjustments to market dynamics
  • Full oversight by Investment Management Committee
  • Customized Investment Policy Statement (IPS) for each client
  • Multi-asset allocation across equities, fixed income, cash, and alternatives
  • Three risk profile options: Conservative, Balanced, & Growth
  • Embedded Stop-loss and rebalancing mechanisms
  • Access limited to accredited investors (per SEC Nigeria)
  • Full AML/KYC compliance
  • Governance by Investment and Risk & Compliance Committees

FAQs

Early withdrawals are possible, but we recommend a minimum holding period of 2 years for optimal performance and portfolio stability.

Yes. Ficus welcomes investments from cooperatives, coalitions or alliances operating under a single name. We do not treat multiple individual names separately; the internal structure and dynamics of the group are managed as one investment entity.

We use our proprietary Fulcrum risk assessment tool to diagnose your tolerance and investment goals, forming the basis of your portfolio strategy.

Yes. You select from three risk profiles—Conservative, Balanced or Growth (Aggressive)—and we build a tailored portfolio aligned with your chosen strategy.

Depending on your risk profile, portfolios may include equities, fixed income, cash and select alternative assets to balance returns and risk.

Yes. Subject to your portfolio strategy, additional capital contributions can be made and integrated into your existing allocation.

Discretionary Portfolio Management Services and Non-Discretionary Portfolio Management Services are registered with the Securities and Exchange Commission, Nigeria.

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