The GenAfrica Wealth Management Product (WMP) aims to craft a customer specific portfolio that provides access to listed equity, debt and offshore investments. We develop a wealth planning strategy that will address asset allocation, liquidity management to meet cash flow requirements as well as give guidance for short and long term financial goals.
Wealth Management
We provide the following services to pension clients:
1. Enhancement
The primary objective is to continue to grow a client’s wealth within their risk tolerance limits and to generate income streams.
2. Administration
Clients benefit from a holistic approach where one single manager coordinates all the services needed to manage their money and plan for their own or their organizations current and future needs.
3. Stewardship
We enable our clients to have a healthy interaction with their wealth, in using it to fulfill personal goals and objectives. We endeavour to share this opportunity in the market through customized wealth education programs, performing independent reviews of clients’ estate planning, philanthropy planning, personal coaching and financial management training.
Contact us for more details
Ready to take the next steps and work with us?
Offering investment management services to a variety of investors including Pension Schemes
Contact us:
Email: info@genafrica.com