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Asset Management

 

Our investment philosophy is to provide unrivalled investment management services to you by focusing our efforts only on those areas of expertise where we have a clear competitive advantage. Our competitive advantage is a function of the quality of our investment managers and analysts supported by the right infrastructure and services, as well as the adoption of an efficient and effective investment approach.

 

Our investment process is driven to ensure we meet and surpass your goals and can be summarised as follows:

 

 

 

 

 

 

 

 

 

 

Whatever your investment goals, our team of experts will ensure your complete satisfaction through our personalized services. Our aim is to assist you plan, build and maintain a healthy and profitable investment portfolio that suits your lifestyle and meets your total overall financial aspirations. Our services are delivered efficiently, discreetly and professionally recognising that our primary mandate is to add value to your life and to ensure consistent enhancement of your net worth as it transitions from your generation to the next.

 

We offer specialist services in other areas of wealth management including Estate and Inheritance Planning. Our access to global business is guaranteed through the affiliations with FirstBank subsidiaries in the UK, France, China, South Africa and the UAE; so that wherever your financial interests take you, we are primed to ensure you make the most of it.

 

 

We welcome you to FirstBank Private Banking ... a wealth of trusted insight

 


Note

Technical advice on all investment and wealth management products are provided by FBN Capital, FBN Securities, First Trustees and First Funds as authorized and regulated by the Securities and Exchange Commission.