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  • Overview

  • High Net-worth Clients- Portfolio Management

  • Pension/Provident Funds and Welfare Funds

  • Endowment and Welfare funds

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Fund Administration and Reporting

We provide fund administration services by:

  • Maintaining proper records pertaining to your fund,
  • Tracking your investments constantly
  • Providing regular and accurate reports
  • Making payments promptly when they fall due

As Managers we are committed to submitting regular reports on the operations of the Fund. These reports to the Trustees include the following:

  • Bi annual individual employee statements
  • Quarterly fund statements showing transactions during the quarter
  • Annual fund performance and a brief report on current economic issues
  • Annual summary of the funds’ portfolio
  • Any other report that might be agreed between HFC Investments and the Trustees

Areas of Expertise

  • Portfolio Management for High Net-worth Clients
  • Provident & Pension Funds
  • Endowment & Welfare Funds

Licenses

HFC Investments is licensed by both the Securities and Exchange Commission (SEC) Ghana and the National Pensions Regulatory Authority (NPRA).

Why Choose Us

The department is currently managing over GH¢100 million in assets

  • Professional Competence and Experience
  • Credible Entity
  • Excellent Customer Service
  • Maximization of Returns
  • Easy Access to Products of HFC Bank
  • Competitive Fund Expense Ratio