Ghana

Individual Fund Management

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A tailor-made fund management services for high-net-worth individuals seeking specific investment goals such as educational funds, retirement funds (individual/private pension planning), trust funds, endowment funds etc.

Some benefits of Individual Fund Management

Bespoke portfolio management

Get personalized portfolio to meet your needs

Capital guaranteed

Know that your deposits will never be at risk of loss

Instant access

No notice period, simply withdraw or transfer your cash

Top rates

Get higher interest rates the longer you stay invested
What you get
  • Diversified portfolio of investments 
  • Preservation of principal: principal amount invested to be secured with varying returns
  • Competitive returns 
  • Easy access to investments at any time 
  • Sustainable Income:  Fund provides sustainable income from selected fixed income securities while preserving the principal investment 
  • Expertise:  with a minimum of GHS20, investors can benefit from SIMS’s professional fund management expertise   
What it costs
Minimum initial investment amount of GHS 2,000,000 or USD 250,000
How to get it

Individuals/sole proprietor

  • Valid identity document – driver’s licence; passport; or National ID, Proof of physical residential address,  
  • Authority to act (if applicable): power of attorney/ letter of appointment from the court and authorised signatories resolution (if more than one). If applicable:  
  • Valid identity document, physical residential address; and Contact details of persons authorised to act 
  • Unabridged birth certificate for minors (under 18 years) 
  • TIN number
  • Passport size picture

Foreign Nationals 
Same as above including 

  • Work permit (if applicable)
  • Resident Permit where applicable
  • What you get
  • What it costs
  • How to get it
  • Diversified portfolio of investments 
  • Preservation of principal: principal amount invested to be secured with varying returns
  • Competitive returns 
  • Easy access to investments at any time 
  • Sustainable Income:  Fund provides sustainable income from selected fixed income securities while preserving the principal investment 
  • Expertise:  with a minimum of GHS20, investors can benefit from SIMS’s professional fund management expertise   
Minimum initial investment amount of GHS 2,000,000 or USD 250,000

Individuals/sole proprietor

  • Valid identity document – driver’s licence; passport; or National ID, Proof of physical residential address,  
  • Authority to act (if applicable): power of attorney/ letter of appointment from the court and authorised signatories resolution (if more than one). If applicable:  
  • Valid identity document, physical residential address; and Contact details of persons authorised to act 
  • Unabridged birth certificate for minors (under 18 years) 
  • TIN number
  • Passport size picture

Foreign Nationals 
Same as above including 

  • Work permit (if applicable)
  • Resident Permit where applicable