NOVAMBL Asset Management

Wealth Management - Private, Retail and Institutional

At NOVA, we believe in the virtues of hard work and understand the commitment and sacrifices you made to achieve your level of success. We appreciate your aspiration for wealth enhancement and preservation through generations.

Our Premium Wealth Management offerings are tailored to your investment goals and risk appetite. We would work with you to build and manage your portfolio to achieve your investment goals and aspirations. This service entails the creation of personalized multi-asset (stocks, fixed income, and real estate) and multi-currency (Naira, US Dollars, Euros & British Pounds) portfolios for High Net Worth Individuals. The benefits of our Premium Wealth Management offering include access to:

1. An experienced and dedicated Relationship Manager 
2. A dedicated Portfolio Manager 
3. A broad range of traditional assets and specialized funds
4. Online services with full internet access to your investments and financial plan.
5. Educational articles and regular research reports 
6. Quarterly portfolio performance review 

We understand the complex and volatile nature of financial markets and aspire to provide you with fresh ideas and trusted advice to enable you successfully navigate these challenges while securing a future for your beneficiaries. Our private trust services promise our clients flexible and efficient ways of safeguarding and transferring their assets to their beneficiaries.

Our Private Trust Service includes professional estate planning through setting up structures that ensure wealth preservation, asset protection, executorship roles in wills and testaments, facilitation of offshore trusts, and establishment of foundations and charitable trusts. Our solutions are cost-effective and simple to ensure your wealth is protected for generations whilst consistently creating value.

We are poised to commence brokerage services to individuals and institutional investors through our stock broking affiliate, NOVAMBL Securities Limited. We will also execute offshore trades for clients interested in purchasing foreign equities and ETFs through our 3rd party brokerage partners. 

Comprehensive Financial Planning

At NOVAMBL Asset Management Limited, understanding your investment goals is critical to our providing practical investment advice that help you realise your objectives overtime. Consequently, our consultative approach to managing your finance is arched on the principles of sound financial planning.

The NOVAMBL Asset Management comprehensive financial planning process involves assessing your current situation, developing your financial goals, identifying alternative courses of action, evaluating the alternatives, creating, and implementing the financial plan. The plan will be actively monitored and reviewed to reflect material changes in your circumstances.

Our solutions would be tailor-made, to suit your peculiarities and that of your businesses and value chains. Using our insights of you, your industries and the economy, we would provide you with the winning advantage. Our wide range of advisory services would enable you thrive in the turbulent storms of modern business.

A Mutual Fund is an investment vehicle made up of a pool of funds collected from numerous investors for the purpose of investing in securities such as stocks, bonds, money market instruments and similar assets to produce capital gains and income for investors.

NOVA Dollar Fixed Income

NOVA Hybrid Fund

NOVA Prime Money Market Fund

Money Market and Fixed Investments

Money market instruments are financial instruments which are issued with a maturity of one year or less to take advantage of competitive yields and flexibility.

Fixed income investing focuses on investments that pays predictable returns on a fixed schedule. 

We offer pre-packaged and a mix of investments that are generally tied to basket of securities and are designed to facilitate highly customized risk-return objectives and a profitable investment plan that suit our clients’ lifestyle.

We also provide investors with the opportunity to invest in diversified, high yield, carefully selected corporate and government issued asset classes designed to facilitate highly customized risk-return objectives.

Endowment Fund Management and Administration

An endowment fund is an investment fund established by a foundation for specific purposes.

An employee savings plan (ESP) is a pooled investment account provided by an employer that allows employees to set aside a portion of their pre-tax wages for retirement savings or other long-term goals, such as paying for college tuition or purchasing a home.

Specialized Investment Plans

We offer investment plans that incorporates your current financial position and investment goals.