Discretionary Managed Accounts
You built the capital.Let the desk manage it.
Under a discretionary mandate, you hand the day-to-day investment decisions to Transworld's desk — and retain full beneficial ownership of every asset. Managed to your risk profile. Measured against an agreed benchmark. Reported to you, wherever you are.
The desk covers NGX Equities · FGN Bonds · Treasury Bills · Money Market · Primary Market
The mandate, in one sentence
You delegate the decisions. You keep the ownership. Everything else — strategy, benchmark, fees, exit — is agreed in writing before the desk takes the watch.
Who this is for
Serious capital, and no time to babysit it
The busy executive
You have the capital and the judgement — not the hours. The market moves while you are in meetings; your portfolio should not have to wait for your weekend.
The Nigerian abroad
Your money is home, but you are not. A discretionary mandate gives your Nigerian portfolio a full-time desk, with reporting that reaches you wherever you are.
The family & institution
Endowments, cooperatives and family holdings that need disciplined, accountable management under one agreed mandate — not ad-hoc decisions.
What the desk manages
A real desk, in real Nigerian markets
Your portfolio is built from instruments our desk trades every working day — not a brochure of "diversified assets."
NGX Equities
Long-term growth from listed Nigerian companies, selected and watched by the desk.
FGN Bonds
Sovereign fixed income anchoring the portfolio's stability.
Treasury Bills
Short-tenor government paper for liquidity and yield.
Money Market
Cash productively parked between opportunities, never idle.
Primary Market
IPOs and rights issues, accessed at the source through our trading desk.
How it begins
From first meeting to first report
The first meeting
We sit with you — in person on Broad Street, or by call from anywhere — and listen: your objectives, your time horizon, your liquidity needs.
Your risk profile
Together we establish your risk tolerance and investment objectives — the four variables that shape every decision the desk will make for you.
One agreed mandate
Your strategy, your benchmark, your exit terms and our fees — agreed in writing before a single naira moves. Then the desk takes the watch.
Reporting, not silence
Regular performance reports and portfolio statements, and a review meeting whenever you want one. Your portfolio, always visible to you.
Straight terms
What we promise — and what we never will
In your mandate
- An agreed benchmark your portfolio is measured against — in writing.
- Full beneficial ownership stays with you; holdings sit in your own segregated CSCS account.
- Fees agreed upfront in your mandate. No hidden charges.
- Regular performance reporting, and a review meeting whenever you ask.
Never from us
- A guaranteed return. The SEC prohibits it — anyone promising you one is breaking the rules, and you should walk away.
- Access to your assets. We manage them; we cannot withdraw them. They are yours, in your name.
- Pressure. A discretionary mandate is signed when you are ready, not when a salesman needs a quota.
Transworld Investment & Securities Limited is registered and regulated by the Securities and Exchange Commission, Nigeria, and is a Dealing Member of the Nigerian Exchange (NGX).
Prefer to keep the wheel?
Two other ways to invest with Transworld
Advisory
Advisory Guided Portfolios
You keep the final say on every decision, guided by a dedicated certified analyst — for investors who want counsel, not delegation.
Discuss at your meetingSelf-directed
Trade it yourself
Full control, our execution. Open an e-trading account and trade the NGX yourself, anywhere.
Explore the e-trading platformQuestions, answered
What serious clients ask us first
It is a written agreement under which you delegate the day-to-day investment decisions on your portfolio to Transworld's desk — while you retain full beneficial ownership of every asset. We decide the trades within your agreed strategy; you own everything, always.
Discretionary mandates are best suited to substantial portfolios, and the right structure depends on your objectives. We discuss size honestly at the first meeting — the investable-range field on our form simply helps us prepare for that conversation.
You do. Your securities sit in a segregated CSCS account in your own name — not pooled, not held by us. Transworld manages the account under your mandate; ownership never leaves you.
We will not promise you a number — no honest, SEC-regulated firm will. What we agree instead is a benchmark appropriate to your risk profile, and we report our performance against it. Anyone guaranteeing you a return is telling you something the rules forbid.
You receive regular performance reports and portfolio statements, and you can request a review meeting with your portfolio manager at any time. Managed does not mean out of sight.
Your mandate includes exit and notice terms agreed before you sign — nothing about your money is locked away arbitrarily. You always know, in writing, how you leave.
Yes. Many discretionary clients live outside Nigeria. The mandate can be signed remotely, the desk manages your portfolio at home, and reporting reaches you wherever you are.
Speak with the desk
Book a meeting to discuss
A private conversation with a licensed adviser about your objectives — in person on Broad Street or by call from anywhere. No cost, no obligation, and nothing is signed until you are ready.
Call us
0911 999 0056
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Visit our office
1st Floor, Investment House, 21/25 Broad Street, Marina, Lagos