Our Services
At Ashfield Investment Managers, we offer a comprehensive suite of investment management services designed to meet the unique needs of our clients. From portfolio management and financial planning to asset allocation and risk management, our expert team delivers tailored solutions to help you achieve your financial objectives. Whether you're an individual investor, institution, or family office, our commitment to excellence ensures that your investment strategy is aligned with your goals and values. Explore our services and discover how we can help you grow and protect your wealth.
Individual Pension Plan
Are You Prepared for Retirement or Already Retired? Secure The Future You Work For.
Your decision to stop working shouldn't mean giving up on your goals. We accompany you on your path to a successful retirement and offer you cutting-edge financial advice along the way. Our specialized solutions are intentionally made to meet your way of life, routine, and goals. We will work to ensure that you have enough resources to live the life you choose and that the money you invested will be there when you need it.
Pension Fund Management
We provide pension fund management services to assist our clients to achieve their financial objectives. Our experienced team of investment specialists with a proven track record of providing solid returns while effectively managing risk.
We provide pension fund management services to assist our clients to achieve their financial objectives. Our experienced team of investment specialists with a proven track record of providing solid returns while effectively managing risk.
We offer a wide range of investment options across various assets as part of our investment methodology, which is based on thorough research and analysis. We are committed to delivering timely and accurate reporting as well as transparent and effective communication because we are aware of the specific needs of pension funds. We encourage you to discover more about our offerings here
Institutions and Corporate Fund Management
We specialize in providing customized investment management solutions to meet the unique needs of our clients. Whether you are a pension fund, endowment fund, development finance institution (DFI), corporate institution, government agency, or a not-for-profit organization like NGOs, churches, foundations, welfare funds, or associations and groups we can help you achieve your financial goals. Examples: Welfare funds, Endowment funds, Provident funds, Groups & Association. etc.
Private Wealth Management
We believe that the first step in personal wealth management should be to determine what clients value most. Experience has taught us that the more purposefully you align your financial choices with your values, the more strategic and satisfying these choices become.
We help our clients achieve their wealth management goals through smart investment management and advisory services aided by efficient technology. Our consultative and client-centered-and-involved approach empowers the client to determine their life aspirations and financial goals. We work together to evaluate, implement and monitor robust, prudent, risk-oriented investment strategies for each client.
Specialized Fund Management
Origen Private Debt Fund
Origen Private Debt Fund aims to invest in diverse project and asset finance structures, offering flexible debt solutions with maturities of up to 36 months throughout its 10-year lifespan.
At Origen, we specialize in a range of sectors, including healthcare, education, agribusiness, transport, and renewable energy. What sets us apart from traditional lenders is our swift transaction process, custom-tailored financing structures, and a keen ability to manage and mitigate execution risks effectively. Follow the link https://www.origenpdf.com/
SME Working Capital Funds
We are also bringing out other sector specific funds which are work in progress.
Collective Investment Schemes
We offer a wide range of investment funds under Collective Investment Schemes (CIS) to investors. Our investment policies are anchored on strategies to outperform set benchmarks and funds of similar strategies. Our clients can easily access a variety of investment solutions to achieve diversification through our portfolio allocations to Government treasuries, notes and bonds, high-grade corporate bonds and notes, other fixed income instruments, and listed equities.
With our CIS, clients can trust Ashfield to help them meet their investment goals of retirement income and planning, savings, educational expenditure, family welfare and healthcare, and many more.
Tier 2 Pension Plan
We specialize in managing Tier 2 Pension funds, which gives employees access to additional retirement savings. We understand the unique challenges and opportunities that come with managing these funds, we have the expertise and resources to help our clients achieve their financial goals. We recognize how crucial it is to give workers a secure source of retirement income, and we take this duty very seriously. To ensure that our clients can offer their employees a comfortable retirement, we work with them to maximize returns on investments while lowering risk.
We would be pleased to discuss how we may assist if you are looking for an experienced and dependable manager for your Tier 2 pension funds.
Tier 3 Pension Plan
In addition, we oversee Tier 3 pension funds, which offer workers extra retirement savings options in addition to regular pensions and social security. We are committed to giving our customers the direction and assistance they need to make informed investment decisions because we think that they should be in command of their own retirement savings. It is our commitment to provide transparent and effective communication, as well as timely and accurate reporting.
Risk management and diversification are the basis of our investment strategy. We understand that tier 3 pension funds will require a different level of risk and return than other types of pension funds.