WealthBridge Assets

Management

Limited

WealthBridge Asset management Limited acts as Investment Advisers, Portfolio and Asset Managers. Our Asset Management team delivers best in classe investment management services to our clients. We provide bespoke fund management solutions for specific needs by leveraging our years of experience in Portfolio Management, Mutual Funds, Unit Trusts and other collective investment scheme.

Portfolio Management Services

Our Portfolio Management Schemes covers Corporate fund management services designed to help our clients manage corporate investible funds for resource optimization purpose while they focus on their core businesses. This cover funds such as Gratuities and other employee benefit funds for large corporations and multinationals, cooperatives and so on. Our portfolio management service can be discretionary or non-discretionary

Collective Investment Scheme (Mutual Funds)

Our CIS service help our clients leverage the merit of investing in a pool in contrast to individually. With Mutual funds, individuals can invest in bonds, treasury bills, bank placements, money market securities, real estate, stock, or a combination of these assets to enjoy maximum benefit and minimize risk. Other benefits enjoyed by our clients include open ended funds, dividend re-investments and seamless withdrawal.

Investment Advisory

We provide expert advice to our clients to guide them through the journey of making a smart investment decision by exposing them to all the available investment vehicle and making them see the benefits of each asset class, the role of diversification and risk of over-concentration. We also provide periodic market analysis, economic intelligence, evaluate existing investment, as well as investor profiling with the help our well curated investor policy form to create an investor policy statement (IPS) for each of our clients.