Wealth Management
Platinum Tier
We offer you in-depth support to help you manage your money and meet your lifestyle goal.
Eligibility & Requirements
- Duly completed Private Wealth Management account opening form
- One passport photograph (digital photographs allowed)
- Proof of identification (valid photo ID)
- Proof of residential address (utility bill issued within the last 3 months
- Tax Identification Number (TIN)
Features
- Above GHS 5M in investment assets
- Customized Investment Portfolio
- Dedicated Tesah Executive Relationship Manager
- Priority access to our investment committee
- Priority access to our customer service
- A professionally managed portfolio with reviews upon request
- Extended hours of investment management services beyond office hours
- Free email alerts and statements
- Funds are repatriable
- Deposits can serve as collateral for loans and advances
- Comprehensive financial planning (estate planning, education planning, life insurance and annuities, philanthropy)
- Investment advisory services
- Bespoke Research
Access to:
- Government of Ghana Securities.
- Local Government and Statutory Agencies: Eg. Cocoa Bills, ESLA Bonds.
- Corporate Bond: Bonds issued and listed on the Ghana Fixed Income Market.
- Kiddifund Mutual Fund licensed by the SEC of Ghana.
- Equities: Equities Listed on the Ghana Stock Exchange.
