company brochure 2018 - kentecapitalpartners.com€¦ · company believe. invest. smile! brochure...
TRANSCRIPT
COMPANY
BELIEVE. INVEST. SMILE!
BROCHURE2018
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
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WHO WE ARE
Investments mean
a lot of things;
to us, it means
making your life
better
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.
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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
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
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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
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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
KENTE CAPITAL PARTNERS LIMITEDTH4 FLOOR, THE PELICAN
8 BLOHUM STREETDZORWULU, ACCRA
P.O. BOX CT1567CANTONMENTSACCRA
www.kentecapitalpartners.com
+233 (0) 20 538 4988