Wealth Builder

The Wealth Builder is an investment plan which enables investors to make regular contributions for the purchase of shares listed on the Ghana Stock Exchange. This product enables investors to build up over the long term, a worthy investment towards a life of financial self-reliance.

At UMBS Investors benefit from the free professional advice in relation to the selection of stocks to suit their investment goals. No management fee is charged. The only charges are the mandatory GSE commissions which ranges between1.5% to 2.5% based on the value of the transaction executed.

Brokerage Services

UMBS buys and sells securities listed on the Ghana Stock exchange on behalf of our clients. We execute client’s buy and sell orders on the stock market in a timely manner and in accordance with clients’ instructions. Within 2 hours of the execution of orders, clients are advised appropriately. Clients who however give a discretionary mandate have their equity portfolio professionally and actively managed by UMBS to yield good returns. UMBS is also a GSE Securities Depository Participant. We open securities depository accounts for both individuals and corporate bodies and migrate their share certificates into the depository at no cost to the client. This enables trading under the new Automated Trading System of the GSE.

Equity Research

To support our advisory and brokerage services, the firm has an in-house research team that conducts research and publishes extensive reports, profiling the technical and fundamental performance of Ghana’s listed companies, industries and the economy. These reports provide up-to-date market information to the investing public.

Issuing House Services

We offer clear-cut financial advisory services in assisting corporates and government agencies to raise long-term finance through one or a combination of the following:

Private Placement.

Initial Public Offering.

Rights Issue.

In rendering the service, we assist in the:

Design of the strategy and timing for the offer.

Steps to be taken to ensure legal and regulatory compliance.

Preparation of the offer document.

Combination of activities of other advisors to the transaction to ensure the timely completion and the success of the offer..

We also advise on underwriting arrangement and provide valuation opinions.