MELBORNE CAPITAL PRODUCTS AND SERVICES
PORTFOLIO MANAGEMENT
The portfolio mix is driven by our knowledge of clients’ investment objectives, risk tolerance level and our apt understanding of the underlying securities.
At MELBORNE, we utilize our expertise in stock analysis, company and sectoral evaluation techniques to build and manage clients’ portfolios for competitive returns while preserving capital.
The following are the major types of portfolio that is presently available;
- Discretionary Guaranteed Account – In this type of account, the investor is offered a guaranteed rate of return on his /her investment regardless of the performance of the portfolio making it attractive to risk-averse investors. And we take the responsibility to build the investment portfolio using our discretion.
- Non-Guaranteed Account – This is non-discretionary account where the investor participates in building the portfolio mix and takes the advantage of our expertise and research capabilities. Our responsibilities include;
(1) Monthly evaluation report
(2) Investment analysis of underlying securities.
Our target markets are institutional investors, multinational corporations, Cooperatives & Thrift Societies, trustees, high net-worth individuals and Busy Executives who may not have the time to monitor the market nor the knowledge to take rational investment decisions. These clients entrust their investment to us to manage for a fee or for a guaranteed rate of return.
RETIREMENT FUND MANAGEMENT
This product is specifically designed for those in active service in preparation towards their retirement. A periodic contribution is made towards the building of the investment portfolio with a view to achieve a set financial target at retirement.
This is aimed at ensuring that the investor maintains the same lifestyle and economic status enjoyed during his entire years at retirement.
While the Pension Commission Act of 2005 provides for minimum contribution by the employer and employee towards the employees retirement, it is important to note that the employer sponsored retirement plan is grossly inadequate to fund decent retirement lifestyle. So, MELBORNE CAPIATL strongly recommends personal and or private retirement portfolio that will guarantee you same lifestyle during your retirement years as when you were active.
MARGIN TRADING
With increasing awareness in the market, it has become necessary to explore opportunities to be created for discerning investor who might need more resources to increase their investment in shares. This involves assisting the clients to increase their investment in quoted securities by extending facility to the client to increase their shareholding investments. We have strong support from our bankers that back our margin trading activities.
EDUCATION FUND MANAGEMENT
With local and foreign Ivy League universities’ costs skyrocketing, families need to save early for their children’s higher education.
MELBORNE CAPITAL education fund management offers families across the nation a powerful, yet simple way to save for their children’s future. This portfolio mix is designed to ensure that funds are available at the time that the child is ready to enter higher institution of learning.
CORPORATE FINANCE
We provide financial advisory services on structuring and timing of capital issues. We also engage in restructuring and turning around of ailing companies to prepare them for quotation at the Nigerian Stock Exchange.
Hence, we package companies as capital market consultants on the listing requirements and post listing requirements for quoted firms.
Melborne Capital Limited assists unquoted companies to source long term funds by way of private placements.
Our experience, expertise, large clientele base and research capabilities remains our competitive edge in executing clients mandates.
SHARE REALIZATION/LIEN PLACEMENT
With the increasing acceptance by banks of quoted securities as collateral for loans, we offer banks seamless services for the share realization or lien placement documentation usually involved in granting facility with quoted securities used as collateral.
PROJECT FUND MANAGEMENT
Funding projects like residential / commercial buildings and buying of new automobiles are capital intensive ventures which require large financial commitments. With MELBORNE CAPITAL project fund management we build investment portfolios that help our clients to realize their dreams within the target tenor. We always seek to control risk through intensive stocks research, prudent diversification among companies and industries, and active portfolio management. At Melborne our job is to help your dream projects come to life.
OFF-SHORE INVESTMENT ADVISORY SERVICES
We liaise with international institutions to provide loan facility in an offshore bank for our clients who may require such services. Under this arrangement, an account will be opened in client’s name with a credit line confirmed through an offshore bank. After confirming that there is no criminal intent, the bank issues a letter and statement of account in favour of the client who can confirm this offer by telex.
Leasing instruments are also available for those who may require increasing the activities in their balance sheets. Melborne Capital Limited, in partnership with our foreign agents would facilitate leasing a bank instrument in the form of bond, promissory notes etc. The banking instruments which are usually issued by international banks such as HSBC, Barclays Bank Plc, ING Bank, among others can allow you to enhance or secure your credit or carry out your commercial operations.
PROBATE/ SHARE REGISTRATION
This usually applies to the estate of the deceased. We apply concerted efforts to handle such mandates, which are currently growing in number due to improved awareness of the public about the role of investment and financial advisory firms in handling such issues.
VENTURE CAPITAL CONSULTANCY
At MELBORNE CAPITAL, we have working knowledge of the U.S EX-IM Bank, and the affiliated financial institutions. Talk to us about your Start-Up and or ongoing business that need venture capital and or equity capital or technical partners. We would match your business with the right fund company.
RESUSCITATION / RESTRUCTURING OF AILING COMPANIES
We provide restructuring and investment advisory services to companies under receivership. In addition to advisory services, we provide investors for buy-in or outright buy-out into these companies. Our valued investors with different areas of business interests are always ready to partner and support our capital structuring and fundraising advisory services.
CAPITAL MARKET INVESTMENT ADVISORY SERVICES
Our highly experienced and skilled personnel provide consistent and reliable portfolio management services to our clients in the following areas:
