Portfolio Management could either be discretionary or non- discretionary.
Discretionary portfolio management: We exercise the option to actively manage your portfolio by executing investment decisions based on criteria from profiling your risk appetite. With an earlier set objective in mind, the option gives us the elasticity of prompt decision making in responding to opportunities in the market for your benefit. Non discretionary Portfolio Management: This option is available to savvy clients who wish to retain control over their investment’s decisions. We however provide needed assistance through timely financial advisory services and well-researched market periodicals to guide their decisions to achieve their financial goals with peace of mind.
Mutual fund is a collective investment scheme that allows individuals to pool resources together and invest under the professional management of a fund manager. Risks and returns are spread according to an individual’s contribution to the pool. It grants access to small “uninitiated or non-savvy” savers to invest in the capital market. Hillcrest has money market fund, balanced funds, and real estate funds
Our security trading is stratified into;
Equity Trading: We have capabilities though partner firms to execute trades on the NSE (Nigerian Stock Exchange), NASD, Unlisted securities and FMDQ Exchange, all these are done as best execution either as part of portfolio or standalone.
Fixed Income& Money Market: Investing & trading in bonds, treasury bills and other fixed-income securities and money market instruments for regular income, liquidity and predictable returns. We also trade Commercial Papers and other Over-the-Counter (OTC) instruments.
Foreign Transactions: We facilitate cross-border transactions either in currencies or stocks for our clients both as a means of portfolio diversification and as Hedge instrument.
Hillcrest capital management boast of a wide array of financial experts with diverse experience in investment banking and capital market, corporate and individual clients are availed this services to give them the unfair advantage in the market place.
investment advisory is uniquely formulated to meet the diverse investment goals of our clients. These clients seek opportunities that offer significant growth potential and require bespoke strategies. By harnessing our profound industry knowledge and thorough due diligence, we provide clients with exclusive access to private market opportunities that are specifically designed to achieve their distinct financial objectives.
As the name suggests, the product is highly customized to meet the specific needs of the investor. It primarily caters to ultra- high-net-worth clients with diverse financial objectives. These clients benefit from our expertise and comprehensive market research, allowing us to create a bespoke portfolio precisely tailored to their financial goals.