“To be the number one financial and investment advisory institution in Nigeria ”
“ To partner with our clients for the achievement of their term-based financial goals through objective planning and management of investment assets with assured wealth optimization and preservation”
Our Services Continued .....................
Our Business Planning Services include:
Financial and Strategic Advisory
Investment Sourcing and Negotiations
Business Plan for start-ups
Due Diligence, Business Valuations and Shareholder Value Analysis
Enterprise Transformation and Expansion
Business Strategy Consulting
Leveraged Transactions and Structured finance advisory
Private Equity and Corporate Venturing
Special Purpose Lending and Syndications Advisory
Project and Structured Financing Advisory
Wealth Planning and Group Investment Advisory
At Hedgestone Capital Partners, our aim is to work with our clients to develop and deliver tailored-designed solutions for the wealth management concerns of our clients. We have the expertise to bring together a broad range of customer services and products that together provide the integrated solution our clients require.
The services we offer are designed to ensure that our clients' investments are held and managed in a way that:
Makes wealth creation a going concern
Personalized, efficient, confidential and made to fit
Our approach is to help you develop an understanding your finances and present to you a wealth assessment certificate with an outline of next steps. Our advisors will work with you to develop a clear idea of what you want to accomplish, coupled with a realistic understanding of what you are like as an investor.
Our wealth management model:
Step 1: Introduction
Define your financial goals
Step 2: Discovery
Derive an understanding of your current wealth status.
Step 3: Strategy
Analyze your current financial and personal information to match your goals
Step 4: Solutions
Design customized solutions to your specific financial objectives
Step 5: Service
Appraise your objectives and financial leap regularly at agreed periods
Our wealth advisory program is designed to:
Grow your assets
Maintain your assets
Creating a legacy
Asset Management Advisory
We offer wide range of product advisory to assist our clients in achieving their investment goals. These include portfolio management advisory, securities advisory, group investment and target investment advisory
Our Securities Trading Advisory covers wholesale trading activities for individual and institutional investors. It involves trading of securities on the floor of the Nigerian Stock Exchange (Secondary Market) and purchase of equities through public offers, private placement (primary market) on behalf of our clients.
Our client investment advisory services are delivered as:
Discretionary
Non-discretionary
Mixed Option
Discretionary Investment Advisory:
This is a superlative advisory that gives our clients the opportunity of comprehensive reliance on our capabilities. As part of our Discretionary Investment Management Program, we develop best fit advisory system that suits the lifestyle and financial objectives of our clients.
Non Discretionary Investment Advisory:
This is best fit for clients that are willing to give substantial attention to the realization of their financial aspirations. We work with the client to develop the right investment strategy, provide the right guidance for decision making and appropriate execution of agreed financial plan. With this option, our clients make their investment decisions and we execute such mandates on their behalf.
Mixed Investment Advisory Option:
This is a combination of Discretionary and Non-Discretionary Investment Management Advisory. With this option, we partner with our clients to develop, execute manage and realize their financial and investment objectives.