Our investment advisory services provide personalized investment allocation and guidance for investors with minimum liquid assets of N100 million. Investors’ preferences and behavior vary from one investor to the other depending on the investors’ experience, interest, beliefs and reasons for investment. Their attitude to risks and uncertainty are heterogeneous with polar extremes of risk averse and risk taker. Generally, returns from investment exhibits some form of established correlation with the risk. We offer our clients our expertise in risk analysis as we establish the individual client’s risk behavior. This behavior forms the basis for our advice on portfolio construction to achieve optimality. Our investment advisory services, principally, aim at maximizing returns while ensuring safety and liquidity. Our solutions afford our clients the opportunity of optimizing their portfolio in the face of their diverse individual investment Objectives and risk attitude. Investment advisory services are provided within the context of investment parameters and objectives agreed with clients. These services are supported by our outstanding equity and capital market research, our proprietary trading and investment management activities.

• Advice on portfolio structure in line with objectives, life cycle and any regulatory requirements
• Review of existing portfolio
• Review of investment proposals
• Advice on security selection
• Monitoring of investments and preparation of quarterly portfolio reports
• Liaison with Registrars and Brokers on investment portfolio
• Regular market updates and reports (appraisal of latest developments in the economy and capital markets and opportunities)

We assist companies in reviewing their financial structure with a view to providing advice on an optimum capital structure, as well as identifying the appropriate debt structure for corporate objectives. We also provide advice on alternative sources of funding, terms of restructuring of debts, refinancing options and assist in negotiating terms of restructuring/rescheduling and new financing. We support our clients on strategies for listing/quotation on the Nigerian Stock Exchange, working capital policy, dividend policy and Employee Ownership plans.

• Financial Review and assistance in development of business plan
• Review of existing portfolio
• Review of investment proposals
• Advice on security selection
• Monitoring of investments and preparation of quarterly portfolio reports
• Liaison with Registrars and Brokers on investment portfolio
• Regular market updates and reports (appraisal of latest developments in the economy and capital markets and opportunities)

This service is provided to Estates of high net worth individuals with quoted securities portfolio size of a minimum of N250 million.

• Updating of status of holdings and outstanding dividends and certificates with Registrars and Company Secretaries
• Processing of transmission with Registrars and Company Secretaries
• Collection of outstanding dividends and certificates

• First Ideas Capital Market Review – A quarterly report on the Nigerian economy and capital markets.
• We also conduct in-house Corporate Finance, Fund Management and Credit Training for Financial Institutions.