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Portfolio Accounts

Ultra High Net Worth / Institutional

We recognize that our clients’ affairs are private and as your long term capital partner we ensure this is upheld.  Our primary focus is to manage your wealth based on your needs and not market situation within a wide range of portfolio investment profiles.  

The portfolio is blended to suit your specific needs and risk tolerance.  An FCA Ultra HNW client should expect transparency in the form of regular reporting of the portfolio performance.

 

 Investment

 GH¢ 250,000+ 

 Account Type 

 Trust accounts

 Investment Strategy 

 Target portfolio strategy matched to your trust’s risk/return
 FCA Products/Funds

 Investment Holdings

 Blend of Frontline and non–Frontline funds
 Also accepts certain eligible pre–owned securities

 Relationship

 Dedicated Relationship Officer

 

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