AVA Trustees Portfolio Trust
A private trust solution that helps individuals and families hold, manage and grow their investment portfolios inside a structured, legally protected trust arrangement.
- Structure
- Private Trust
- Assets Held
- Equities / Bonds / Cash
- Administration
- Independent
- Regulator
- SEC Nigeria
Ownership, separated from control.
The AVA Trustees Portfolio Trust is a private trust solution offered by AVA Trustees Limited, the fiduciary services arm of AVA Capital PLC.
It is designed to help individuals and families hold, manage and grow their investment portfolios within a structured, legally protected trust arrangement.
By placing assets in a Portfolio Trust, clients separate personal ownership from asset control - ensuring investments are professionally administered, protected from disputes, and positioned for smooth transfer to intended beneficiaries.
A legal structure. Professionally run.
- Legally structured trust arrangement - A trust deed drafted and administered by AVA Trustees Limited.
- Diversified asset classes - Holds equities, bonds, cash and other approved investment assets within one structure.
- Independent, professional management - Administration is separate from personal ownership, removing conflicts of interest.
- Periodic performance reporting - Regular reporting to the settlor and, where applicable, named beneficiaries.
- SEC-regulated trustee - Administered under the supervision of the Securities and Exchange Commission.
What the trust delivers.
- Protects assets from personal liabilities and disputes
- Ensures seamless, orderly transfer of wealth to named beneficiaries
- Provides professional, unbiased administration of portfolio assets
- Offers confidentiality and independence in asset management
- Delivers peace of mind through structured, legally backed asset protection
Six reasons families trust us.
- Legally structured protection for personal and family investment assets
- Professionally administered by a SEC-regulated trustee
- Separates personal liability from investment assets
- Enables structured, tax-efficient wealth transfer to beneficiaries
- Confidential and independently managed
- Supported by experts with deep experience in private wealth and capital market trust administration
One structure. Many circumstances.
- High Net-Worth Individuals - HNIs with diversified investment portfolios seeking structured stewardship.
- Families - Households planning for generational wealth transfer with legal certainty.
- Business Owners - Founders ring-fencing personal investment assets from operating risk.
- Professionals - Individuals building long-term wealth outside of active income.
- Estates Under Administration - Executors seeking independent, professional portfolio administration.
Structure & terms.
- Instrument
- Trust Deed
- Trustee
- AVA Trustees Limited
- Assets Held
- Equities, Bonds, Cash
- Reporting
- Periodic
- Framework
- SEC-Regulated
Medium risk. Structured protection.
Risk sits at the medium point of the spectrum, reflecting the diversified investment assets held within the trust, offset by independent fiduciary oversight and legally binding administration.
Trust established in five steps.
- 01
Consultation
Schedule a consultation with an AVA Trustees advisor via avacapitalplcgroup.com.
- 02
Define the trust
Agree trust objectives, beneficiaries and the preferred asset structure.
- 03
Complete KYC
Means of ID, utility bill, passport photograph and relevant legal documents.
- 04
Execute the deed
Draft and execute the Trust Deed with AVA Trustees.
- 05
Transfer assets
Transfer assets into the trust and commence administration.
Protect the wealth you have built.
Speak with an AVA Trustees advisor to define your trust objectives, beneficiaries and asset structure.
AVA Trustees Limited is registered by the Securities and Exchange Commission. Trust arrangements are governed by the executed Trust Deed. Nothing on this page constitutes legal, tax or investment advice.
