About TrustBanc AM

TrustBanc Asset Mgt > About Us

ABOUT US

TrustBanc Asset Management Limited (“TrustBanc AM”) is licensed and regulated by the SEC as a funds and portfolio manager. TrustBanc AM was established in 2014 through the acquisition of Bridge Point Asset Management Limited.

The acquisition was a great opportunity for the Group to operate Wealth Management and Portfolio Management services. The Company has now grown to become one of the biggest fund managers in the market with Assets worth over N40 billion.

TrustBanc Asset Management delivers a broad range of financial solutions and products to meet the unique needs of its clients.

We are true to ourselves, and commit to always perform at our best.

We believe that we are outstanding. Not because we say it, but because we work hard at it. We are dedicated, committed and focused. We believe that every person will reach their personal best and overcome any challenge through a shared culture and ethos.

WHAT WE STAND FOR

MISSION STATEMENT

“Your lifetime companion for sustainable wealth”

VISION STATEMENT

“To be the preferred provider of seamless integrated financial solutions to our clients”

OUR CORE VALUES

E – Empathy
A – Accountability
S – Service Orientation
E – Ethics

WHY CHOOSE US

OUR GROWTH AND RATINGS
In the past four years, we have expanded by leaps and bounds to rank among the top fund managers in the industry. We are rated “A” by DataPro with a stable outlook and an upward trend.

OUR PERFORMANCE IN CP
In March 2020, TrustBanc Holdings Limited ventured into the capital market via the FMDQ platform and registered a N10 billion Commercial Paper (CP) Programme, which is currently fully subscribed. A N20 billion expansion was approved in May 2022, proving the trust the market has in us.
At the 2022 FMDQ GOLD AWARD, we were nominated alongside other industry giants for the Largest Commercial Paper Lodgment on FMDQ.

OUR CLIENT AND PARTNERS
Over the years, TrustBanc Asset Management has formed significant partnerships in the financial and non-financial sectors, significantly increasing its asset under management and putting it on track to rank among the top in the industry.

We are true to ourselves, and commit to always perform at our best.

Frequently asked questions

Who is TrustBanc Asset Management Limited?

TrustBanc Asset management is a licensed financial service provider covering Fund and portfolio management services/financial advisory service.

TrustBanc Asset Management is licensed and regulated by the security exchange commission (SEC) which delivers a broad range of financial solutions and products to meet the unique needs of its clients.

What are the available Investment Products TrustBanc Asset management offers?

TrustBanc Fixed Income Investment
TrustBanc Money Market Fund
TrustBanc Asset Management Note (Upfront)
TrustBanc Asset Management Note (Backend)
TrustBanc Kid Save Portfolio
TrustBanc Euroinvest
TrustBanc Eurobond Margin Loan

What is the minimum investment value for each product?

TrustBanc Fixed Income Investment – Minimum investible amount is N50m)
TrustBanc Money Market Fund – Minimum subscription is N5,000
TrustBanc Asset Management Note (Upfront) – Minimum Investible amount is N1,000,000
TrustBanc Asset Management Note (Backend) – Minimum Investible amount is N1,000,000
TrustBanc Kid Save Portfolio – No minimum Investible amount
TrustBanc Euroinvest – Minimum investible amount is $500

What is the penalty for Pre-liquidation?

TrustBanc Fixed Income Products and TrustBanc Euroinvest attract a pre-liquidation charge of 20% and 50% respectively on the accrued interest, The TrustBanc money market fund and TrustBanc Kid Save Portfolio attracts no pre-liquidation charge.

How can I keep track of my investment portfolio?

Information regarding your investment is available 24/7 on our client’s portal. An up-to-date performance of your investment portfolio is also sent via email along side your weekly statements detailing your portfolio, asset allocation, and performance summary.

What are the requirements for opening an account? How long does it take?

To open an investment account seamlessly, please click the link below.

https://cp-trustbanc.zanibal.com/#/open-account.

You can also send an email to sales@trustbancgroup.com. One of our investment advisors will contact you.

How do I fund my account for investment purposes?

You can proceed to fund your account by effecting a direct transfer into the designated Portfolio nominee account you wish to Invest in, using your TrustBanc account reference number and name as the narration.

Payment received after 2 p.m. will be applied into your account the next day.

Contact support@trustbancgroup.com or sales@trustbancgoup.com for more Information.

How long does it take to redeem my investment?

Redemption requests are processed within 48 hours.

Is my investment secured with TrustBanc Asset Management?

Yes. TrustBanc Asset management is Licensed and regulated by the Securities and exchange commission (SEC) to offer fund and portfolio manager services. All investments are in custody of UBA Global Investor Services and are professionally managed by TrustBanc Asset Management Limited.

For more enquires, how do I reach out?

Contact us via email support@trustbancgroup.com; sales@trustbancgoup.com or Call Support – 07004446147; Zainab – 08106728446; Funmilayo – 08163540520; Pelumi – 07065049150; Diana – 08139426942.

OPERATIONAL EXCELLENCE

We provide the best value to our customers by continuously refining our processes and cost structure.