Wealth Management

 

We offer an array of wealth management services. These include the management of pension and other institutional funds, provident funds, personal retirement and other investments and assets.

Equities

The company diversifies funds of designated clients by buying stakes in both listed and unlisted companies. We undertake extensive analysis of these companies, and based on findings and clients investments profiles, the unit uses its professional expertise to allocate funds among a range of equities.

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Unit Trusts

This is an open-ended investment structure that allows funds to hold assets, and pass profits through to the individual owners, rather than reinvesting them back into the fund. The investment fund is set up under a trust deed. The investor is effectively the beneficiary under the trust.

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Pension Scheme

CDH is a private fund manager, licensed by the National Pensions Regulatory Authority (NPRA).  The company manages the Tier II and Tier III pension funds of employees of client companies in accordance with the National Pensions Act, 2008 (Act 766).

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Provident Funds

Here, periodic contributions, deducted from the income of workers of institutions, are lumped together and invested for a period. Additionally, employers may contribute to the fund to enhance the fund’s value, for the benefit of the employees involved.

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Retail Investment Services

This involves the provision of tailor-made investment management services to individual, high net-worth investors. Client’s funds are diversified and managed to achieve the specific client investment objectives.

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