Investment Management

Research-led investment management

Bespoke advisory and discretionary mandates for institutions, family offices and serious individual investors — built on ET&A research, across Nigerian and global markets.

What we offer

  • Research-led investment portfolios
  • Bespoke investment mandates
  • Nigerian and global market exposure
  • Portfolio construction based on your objectives
  • Ongoing portfolio monitoring and reporting

Every mandate is grounded in the same independent research we publish — with portfolios built around your objectives, not a model portfolio sold to everyone.

Who we work with

  • Institutions
  • Family offices
  • High-net-worth individuals
  • Companies & corporate treasuries
  • Foundations & long-term capital owners

Two ways to work with us

Advisory or discretionary

You decide

Advisory mandate

You keep control. ET&A does the work and makes the case; you approve and execute the final decisions.

  • Conducts investment research
  • Recommends investments
  • Proposes portfolio changes
  • Monitors performance

You approve and execute every final decision.

We manage it

Discretionary mandate

You delegate day-to-day decisions within an agreed mandate. ET&A — or an appropriately authorised investment-management partner — runs the portfolio.

  • Constructs the portfolio
  • Makes investment decisions
  • Executes investments
  • Monitors and reports performance

Always within the risk parameters and restrictions you agree in advance.

The process

How a mandate comes together

  1. 01

    Introductory discussion

    We start with a conversation to understand who you are, what you want your capital to achieve, and which service fits.

  2. 02

    Requirements & suitability

    We capture your objectives, risk tolerance, horizon, liquidity needs, preferred markets, restrictions and target return.

  3. 03

    Regulatory eligibility

    We confirm we can serve you in your jurisdiction — directly, or through an appropriately authorised partner. If we cannot, we tell you plainly.

  4. 04

    Mandate design

    We prepare a written mandate: objectives, risk parameters, asset and geographic allocation, permitted investments, restrictions, reporting and fees.

  5. 05

    Review & approval

    You review the proposed mandate. We refine it until it is right — nothing is implemented until you approve it.

  6. 06

    Implementation

    Funds are placed through the agreed regulated bank, broker, custodian or platform, or an authorised investment-management partner.

  7. 07

    Monitoring & reporting

    You receive ongoing performance reports, market updates, risk analysis, recommendations and periodic mandate reviews.

What we'll ask you

  • Investment amount
  • Investment objectives
  • Risk tolerance
  • Investment horizon
  • Liquidity requirements
  • Preferred markets
  • Investment restrictions
  • Expected return

What your mandate sets out

  • Investment objectives
  • Risk parameters
  • Asset-allocation strategy
  • Geographic allocation
  • Permitted investments
  • Portfolio restrictions
  • Reporting arrangements
  • Fee structure

Important

How we work with your capital

ET&A Capital provides these services directly where it is authorised to do so, and otherwise arranges them through appropriately authorised investment-management, brokerage or custody partners. Where a service cannot be provided in your jurisdiction, we will tell you clearly and will not accept or manage your capital.

Client assets are held with regulated banks, brokers and custodians. ET&A does not hold client money directly unless it is properly authorised and structured to do so. Nothing on this page is an offer, a solicitation, or investment advice; the value of investments can fall as well as rise.

Get started

Discuss an investment mandate

Tell us a little about your requirements. This is an enquiry, not a commitment — we'll follow up to arrange a conversation.

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