Individual Portfolio Management
A tailor-made fund management service for high-net-worth individuals seeking specific investment goals.
GHS2M
MINIMUM INITIAL INVESTMENT AMOUNT
3 years
MINIMUM DURATION
Some of the benefits of Individual Portfolio Management
Bespoke portfolio management
Create a personalized portfolio to meet your needs
Competitive Fees
Enjoy low fees
Latest updates
Get frequent updates on your investment portfolio
Dedicated portfolio manager
Enjoy professional services of a dedicated portfolio manager.
What you get
- Personalized portfolio of investments
- Tailor-made reports
- Competitive fees
- Easy access to investments at any time
What it costs
Minimum initial investment amount of GHS 2,000,000 or USD 250,000
How to get it
- Download the account opening forms here
- Submit the completed forms via email at [email protected] or visit our head office or any Stanbic Bank branch with the requirements below.
Requirements
Individuals/sole proprietor
- Valid identity document – Ghana Card/Passport
- Proof of physical residential address,
- Authority to act (if applicable): power of attorney/ letter of appointment from the court and authorised signatories resolution (if more than one). If applicable:
- Valid identity document, physical residential address; and Contact details of persons authorised to act
- Unabridged birth certificate for minors (under 18 years)
- TIN number
- Passport size picture
Foreign Nationals
Same as above including
- Work permit (if applicable)
- Resident Permit where applicable
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What you get
-
What it costs
-
How to get it
- Personalized portfolio of investments
- Tailor-made reports
- Competitive fees
- Easy access to investments at any time
Minimum initial investment amount of GHS 2,000,000 or USD 250,000
- Download the account opening forms here
- Submit the completed forms via email at [email protected] or visit our head office or any Stanbic Bank branch with the requirements below.
Requirements
Individuals/sole proprietor
- Valid identity document – Ghana Card/Passport
- Proof of physical residential address,
- Authority to act (if applicable): power of attorney/ letter of appointment from the court and authorised signatories resolution (if more than one). If applicable:
- Valid identity document, physical residential address; and Contact details of persons authorised to act
- Unabridged birth certificate for minors (under 18 years)
- TIN number
- Passport size picture
Foreign Nationals
Same as above including
- Work permit (if applicable)
- Resident Permit where applicable