Wealth Management

As a specialised financial services provider, FSDH Merchant Bank offers bespoke investment vehicles to a carefully selected clientele with the aim of growing and preserving wealth. We support high-net-worth individuals by helping them navigate the complexities of managing their significant portfolios, in order to reach their financial goals. 

We do this by offering: 

  • Innovative strategies designed to help our clients enjoy and maintain their current lifestyle while supporting their desire to leave a lasting legacy
  • Personalised wealth management services
  • Estate and retirement planning
  • Financial planning services
  • Succession planning advisory
  • Investment advisory services
  • Structured portfolios

For enquiries please contact [email protected]. Telephone: +234 (0) 1 2702885-6

We draw on our deep local and global knowledge and extensive network, to develop specialist solutions that enhance returns, while addressing your personal and family investment needs. Our local and foreign currency products can also be customised to respond to your immediate and future investment needs. 

For enquiries, please contact [email protected]. Telephone: +234 (0) 1 2702885-6

In order to help our clients achieve their financial goals, we manage and maintain a bouquet of mutual funds registered with the Securities and Exchange Commission.

Our mutual fund packages include; The Coral Growth Fund, The Coral Income Fund, The FSDH Treasury Bills Fund (A Money Market Fund), and The UPDC REIT.

By investing in these funds, customers are able to diversify their portfolios at affordable rates and low transaction costs.

For enquiries please contact [email protected] or WhatsApp +234 (90) 98627367

Our segregated funds are tailored to suit the specific investment objectives of the customer. With these funds, we aim to deliver creative solutions to individual investment challenges as they arise.

In managing the segregated portfolio, we employ a 3 segment approach which entails financial advisory, investment management, and administration. By this, we determine the goals, liquidity preferences, risk parameters, and investment horizons of the customer, and then manage the funds in line with pre-agreed strategies.

For enquiries please contact [email protected] or WhatsApp +234 (90) 98627367