Private Wealth Management

Wealth Management

Private Wealth Management

Our Wealth Management Solutions provide our clients with integrated services encompassing the areas of financial and investment advisory, portfolio management etc. Our services are designed to meet the specific needs of individual clients from innovative investment advisory to investment management. We leverage on sound research and analysis and dedicated investment managers with in-depth knowledge of the market to deliver first class service to our discerning investors. The service includes:

Watershed Private Wealth Management & Advisory Service: This covers Investment management- personalized management of HNIs’ portfolios, Financial planning- investment planning for education, retirement, projects as well as personal risk management, Wealth structuring- help wealthy individuals and their families protect and grow their private wealth, Estate planning-advisory service in creation of estate and asset protection.

Watershed Institutional Portfolio Advisory Service: This covers management of investment accounts for corporations, Investment Advisory Services, Portfolio Analysis & Restructuring

Watershed Portfolio Reconciliation (WPR) Service: Available statistics indicates that about N60 billion is locked up as unclaimed dividends in Nigeria capital market. While many investors are not aware of the proportion of their wealth that is locked in unclaimed benefits, others do not know how to go about claiming their outstanding investment benefits. Outstanding benefits are entitlements not yet collected by investors, lost certificates, lost bonus certificates, reconstruction shares and unclaimed dividends. Our Portfolio reconciliation Service assists clients to claim all their outstanding benefits accrued to their investment in the stock market.

Collective Investment Scheme Advisory: Service was created to provide multipurpose cooperative societies and collective investment schemes with an advisory platform through which the management investment functions of the scheme can be more efficiently handled. Services rendered under this platform include Investment Advisory, Portfolio Analysis and Restructuring, Portfolio Risk Assessment, Investment Management

Estate Investment Advisory Services: This is the service designed to remove all hassles associated with share transmission and management of equity investment of a deceased. It is a service that ensures that, wealth is distributed to estate beneficiaries without difficulties.

Other Services

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