Wealth Management
Prestige Tier
Get personalized investment guidance that is tailored to meet your financial needs.
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
- GHS 500,000GHS 1M investment assets
- Free access to Tesah Relationship Manager (TRM)
- Flexible Payments – You can top up your account at any time.
- Variable Asset Allocation
- Account Co-management – Option to permit a trusted third party to contribute to the management of your account
- Investment target management
- Free access to our digital platforms – Web Portal and Mobile App.
- Free email alerts and statements –
- Payment orders to third party – We shall accept and process your instructions to make payments to others on your behalf from your investment.
- Online deposits and withdrawals
- Investments can serve as collateral for loans and advances
- Free market insights
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.
Other Funds & Solutions
Any doubt in choosing a suitable investment solution?
Let us work together to put your funds to smart use and grow your wealth.
Get in touch with an investment professional.