company brochure 2018 - kentecapitalpartners.com€¦ · company believe. invest. smile! brochure...

7
COMPANY BELIEVE. INVEST. SMILE! BROCHURE 2018

Upload: others

Post on 17-Jun-2020

1 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: COMPANY BROCHURE 2018 - kentecapitalpartners.com€¦ · COMPANY BELIEVE. INVEST. SMILE! BROCHURE 2018. Kente Capital Partners is an independent investment management and advisory

COMPANY

BELIEVE. INVEST. SMILE!

BROCHURE2018

Page 2: COMPANY BROCHURE 2018 - kentecapitalpartners.com€¦ · COMPANY BELIEVE. INVEST. SMILE! BROCHURE 2018. Kente Capital Partners is an independent investment management and advisory
Page 3: COMPANY BROCHURE 2018 - kentecapitalpartners.com€¦ · COMPANY BELIEVE. INVEST. SMILE! BROCHURE 2018. Kente Capital Partners is an independent investment management and advisory

Kente Capital Partners is an independent investment management and advisory firm that professionally manages financial assets for a broad range of clients. We use our exper�se and work with our clients to help them achieve their long-term investment goals and a life�me of financial security. Our primary focus is you, our client but more importantly our partner. We put you first and strive to consistently deliver the solu�ons and results that you seek, backed by transparency and accountability. We work with you in the spirit of trust and partnership, and our eyes set on excellence in every way that we serve you. We build enduring rela�onships with our clients and make meaningful contribu�ons to their life, so together, we can achieve the things most important to them.Our success is not measured by how we grow or our profits, but simply how sa�sfied you are with our service. We are commi�ed to mee�ng and exceeding your expecta�ons, and all this while in�mately applying our core values: SKILL DISCIPLINE DILIGENCE DIVERSITY

WHO WE ARE

Investments mean

a lot of things;

to us, it means

making your life

better

Page 4: COMPANY BROCHURE 2018 - kentecapitalpartners.com€¦ · COMPANY BELIEVE. INVEST. SMILE! BROCHURE 2018. Kente Capital Partners is an independent investment management and advisory

PRIVATE WEALTH (For high net worth individuals and specialized funds)

Wealth Management

We leverage on our knowledge of industry trends and

economic cycles to design and execute wealth management

strategies for our clients. We analyze each client's financial

profile and lifestyle objec�ves, and then develop a suitable

wealth management plan to achieve desired wealth goals.

We view your wealth as a por�olio of financial assets and will

manage it by adhering to a disciplined investment process. Our

uniqueness lies in our ability to iden�fy and innova�vely develop

investment opportuni�es including real estate and alterna�ve

investments that go beyond industry norms but delivers

assurance and security to you.

Family Office

We understand that making decisions about genera�onal wealth

can be complicated and overwhelming. We offer an ins�tu�onal

approach focused on delivering custom solu�ons constructed

around each family's uniqueness. We pay special a�en�on to

the family's en�re wealth, both liquid and illiquid, and consider

factors such as wealth transfer and legacy planning.

We provide an objec�ve and independent perspec�ve with the

view of protec�ng and growing families' investments and assets

for both current and future genera�ons. Our approach addresses

the holis�c picture that reflects the family's objec�ves including

structuring business investments and philanthropy.We believe it is essen�al and so we help you establish a strategy with short term and long term objec�ves in managing and nurturing family wealth in an organised and efficient manner to deliver your family's most important ambi�ons.

INVESTMENT MANAGEMENT

From both a personal and financial perspec�ve, realizing a

comfortable wealth growth lies in a solid investment plan and

a long-term commitment. The skills and �me however

required in building a successful investment por�olio can be

demanding, and delega�ng this func�on to an investment

professional is advised. Kente Capital Partners manages

discre�onary por�olios in a sensible manner, finding the best

balance of risk and return across asset classes and investment

styles on behalf of our clients.

We have strong capabili�es in developing long term plans and

customized por�olios to help our clients preserve and grow

their capital, and also sa�sfy unique needs and objec�ves.

Through good �mes as well as challenging circumstances, you

can relax, knowing we're making well-reasoned decisions that

are in your best financial interests.

INVESTMENT ADVISORY

This service is designed to be highly collabora�ve and offer

you the guidance to invest effec�vely. We offer expert

research and market insights to ensure that you fully

understand the risks involved in the investments you manage

on your own. We will alert you to investment opportuni�es

and market trends that will help you make informed decisions

about your investments, and determine how they fit into your

overall investment strategy.

you have the leisure to pursue your interests freely.

WHAT WE DO

Being sold a productis far different fromreceiving advice.

We advise

Page 5: COMPANY BROCHURE 2018 - kentecapitalpartners.com€¦ · COMPANY BELIEVE. INVEST. SMILE! BROCHURE 2018. Kente Capital Partners is an independent investment management and advisory

Our greatest asset lies in the rela�onship with our clients and as such doing the right things and serving their best interest is our greatest responsibility. We sit down with you and take the �me to understand not only who you are, but also what you aspire to. With this understanding and knowledge, we develop an Investment Policy Statement(IPS) that clearly outlines your personal objec�ves, investment goals, risk tolerance and liquidity needs. The IPS will serve as the guiding blueprint that be�er posi�ons us to develop, structure and execute strategies that provide a unique investment solu�on that best suits you.

We apply deep insights sourced from extensive research and market intelligence, and manage your investment within a robust risk management framework. We select the most appropriate instruments and securi�es that minimize your exposure to risk, and quickly respond to changes in economic and industry condi�ons by realigning investment posi�ons and developing strategies to capitalize on industry trends and near term opportuni�es.

CLIENT

Discovering you

Analyzing andunderstanding

your needs

Identifying creativesolutions

Implementingstrategies

Monitoringand reviewing

positions

Customized Report

Investment Process

“ ”

RETIREMENT PLANNINGWe provide guidance and offer solu�ons to help you plan your journey towards your financial future, so you can relax and focus on today. Whether you are new to inves�ng or nearing re�rement or in re�rement, we analyze your personal circumstances and desired re�rement lifestyle and develop a plan that takes into account other re�rement income such as Social Security and pension plans.We believe it is crucial for our clients to achieve financial independence in re�rement rather than be dependent on friends and family support which may not be certain or reliable. Re�rement can and should be an exci�ng �me, and though�ul planning can ensure that you have the leisure to pursue your interests freely.

You work hard, it's about time

your money did same

INVESTMENT APPROACH

Page 6: COMPANY BROCHURE 2018 - kentecapitalpartners.com€¦ · COMPANY BELIEVE. INVEST. SMILE! BROCHURE 2018. Kente Capital Partners is an independent investment management and advisory

“ ”

WHY CHOOSE US

You ma�er to us

We put you first – always. Pu�ng our clients first forms the

cornerstone of our business strategy and we are determined

to see you succeed. We apply our competencies to the best of

our abili�es to deliver the right solu�ons and create long term

financial value for you.

People

Our strength lies in our people, and we are deliberate in

employing the best who share in our philosophy and believe

in our principles. Firstly, we recruit the best talent and then

pay par�cular a�en�on to nurturing their ideas, knowledge

and exper�se so that they con�nually deliver meaningful and

prac�cal solu�ons for you.

Service

We offer the highest standard of service built on integrity,

professionalism and excellence. We're focused on serving

your best interests and demonstrate this in every ac�on we

take. Our service is complemented by how we define success:

highly sa�sfied clients and enduring client rela�onships, and

this is what ma�ers most to us.

Partnership

Our culture is about working together and our investment

process starts with listening to you. We work closely with you

and strive to maintain a culture of communica�on that ensures

full disclosure and that clients are fully aware of the status of

their managed por�olio.

Confiden�ality

In your dealings with us, you can be assured that informa�on

about you or your investments are treated with strict

confiden�ality. The privacy of client informa�on is of utmost

importance to us and we take precau�onary and reasonable

steps to safeguard your informa�on and not to disclose them

to third par�es without your express authoriza�on.

We are Kente Capital Partners

SKILL. . . DISCIPLINE DILIGENCE DIVERSITY These values are intrinsically linked to the way we conduct

our business. We aim to create a be�er financial future for

our clients, and as we embark on this journey, we're guided

by a set of principles that ensure we never forget who we are.

Some put their values on a plaque, we keep ours in our minds and hearts, and apply

them vigorously in how we serve you

Page 7: COMPANY BROCHURE 2018 - kentecapitalpartners.com€¦ · COMPANY BELIEVE. INVEST. SMILE! BROCHURE 2018. Kente Capital Partners is an independent investment management and advisory

KENTE CAPITAL PARTNERS LIMITEDTH4 FLOOR, THE PELICAN

8 BLOHUM STREETDZORWULU, ACCRA

P.O. BOX CT1567CANTONMENTSACCRA

www.kentecapitalpartners.com

[email protected]

+233 (0) 20 538 4988