00Our services

Eight practices.
One client at a time.

Financial advisory, securities dealing, project and corporate finance, and asset management — rendered by people who have done this work, in Lagos, for three decades.

01
Service
Discretionary and non-discretionary

Portfolio Management

Portfolio management at Primewealth is the art and science of selecting and overseeing a group of investments calibrated to the specific long-term financial objectives and risk tolerance of our clients.

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What it includes
—Mandate design with risk bands
—Cross-asset allocation (equities, bonds, money market)
—Monthly performance attribution
—Quarterly rebalancing reviews
02
Service
Personalised plans, local expertise

Securities Investment Advisory

Tailored advice that helps you decide what to do with your money. Drawing on three decades of experience in the Nigerian Capital Market, we construct personalised financial plans.

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What it includes
—Local market research (NGX)
—Sector and single-name coverage
—Entry, exit and hedging strategies
—One-on-one advisor access
03
Service
Specialised, end-to-end

Wealth Management

We identify your particular financial objectives, design a customised methodology to achieve them, implement the financial strategy, monitor the results, and review the plan on a scheduled cadence.

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What it includes
—Goals-based planning
—Multi-generational strategy
—Tax-aware structuring
—Ongoing strategy reviews
04
Service
Evaluate, optimise, protect

Financial Advisory & Security Insurance

We assist clients in determining needs and objectives, then assess their existing plans against inflation, performance, taxes and risk tolerance.

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What it includes
—Independent portfolio review
—Risk tolerance questionnaires
—Inflation-adjusted projections
—Insurance-linked instruments
05
Service
Outstanding share certificates at registrars

Share Registration & Recovery

A process-driven approach to managing share certificates, with clients kept updated at every step. We assist in reclaiming unclaimed shares and dividends.

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What it includes
—Share certificate verification
—Transfer and transmission filing
—Bonus and rights resolution
—Registrar liaison
06
Service
Resolution and revalidation

Processing of Outstanding Dividends

We interface directly with Registrars to resolve unclaimed shares and revalidate outstanding dividends — a convenient, efficient way for clients to retrieve unclaimed assets.

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What it includes
—Unclaimed dividend tracing
—Dividend warrant revalidation
—Bank mandate updates
—E-dividend enrolment
07
Service
Strategically focused relationships

Client Relationship Management

We build and maintain excellent client relationships by understanding and exceeding expectations. It covers every interaction from onboarding onwards.

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What it includes
—Dedicated relationship managers
—Quarterly reviews
—Statement and document portal
—Response SLA within 24 hours
08
Service
With care, in a difficult moment

Probate & Transmission

We understand the anguish of losing a loved one. Primewealth Probate Services performs searches, gathers paperwork, and facilitates the distribution of a deceased relative's shares to designated beneficiaries.

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What it includes
—Asset search on behalf of estate
—Court application coordination
—Share and dividend transmission
—Executor and administrator liaison
09Next step

Not sure where to begin?

Most new clients start with a conversation. We ask, we listen, we outline the services that match — nothing is sold that is not needed.

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