ANNOUNCEMENT:

From global engagements to innovation in clean energy and sustainability, we are in constant motion on a journey to the top.

From global engagements to innovation in clean energy and sustainability, we are in constant motion on a journey to the top.

Securing Your Legacy,
Protecting Your Loved Ones

At Quantum Zenith Trustees, we understand that protecting and providing for the people and interests you care about is a fundamental desire. Whether you are planning for your family's financial future, securing your children's education, or preparing to transfer wealth, we help you craft comprehensive estate plans and wealth protection solutions that bring peace of mind.

Our private trust services combine expert legal guidance, professional asset management, and personalized fiduciary care to ensure your wishes are honored and your loved ones are provided for; today, tomorrow, and for generations to come.

Who We Serve

Individuals & Families

We provide straightforward estate planning and wealth transfer solutions for individuals and families who want to protect their assets and ensure smooth succession.

High Net Worth Individuals (HNIs)

For clients with more complex needs, we offer bespoke portfolio management, advanced wealth protection strategies, and sophisticated wealth transfer solutions tailored to your unique circumstances.

Our Private Trust Solutions

Private Trust Fund Portfolios

Our Private Trust  portfolio service allows High Net Worth individuals to manage and protect  assets during their lifetime while ensuring seamless transfer to  beneficiaries without the complexities and delays of probate.

For your Private Trust Fund Portfolio , we will provide comprehensive and personalised wealth management for High Net Worth Individuals with complex financial needs.

The benefits include:

Maintaining control of your assets while alive

Avoiding lengthy probate proceedings

Ensuring privacy in asset distribution

Providing for yourself as primary beneficiary, or to cater to cases of  of incapacity

Enabling faster access to funds for your beneficiaries

Reducing administrative costs and legal complications

This sophisticated solution combines:
Customized Portfolio Construction

Tailored investment strategies aligned with your risk profile, goals, and preferences.

Multi-Asset Management

Tailored investment strategies aligned with your risk profile, goals, and preferences.

Tax Optimization

Tailored investment strategies aligned with your risk profile, goals, and preferences.

Estate Planning Integration

Tailored investment strategies aligned with your risk profile, goals, and preferences.

Our Private Trust Products

Zenith Education Trust (ZET)

Laying a financial foundation for your children's education can take a weight off your mind. ZET is designed to handle your educational responsibilities towards your children or wards, ensuring their academic journey continues uninterrupted even in the event of death, disability, or inability.

Set Up an Education Trust
Download ZET Brochure
How It Works

Set aside funds on a gradual or lump sum basis for the education of your children or wards. These funds are locked in and invested on behalf of your named beneficiaries, and educational costs are paid directly to designated schools, parties, or accounts in line with your instructions at the appropriate time.

Purpose

ZET provides comprehensive educational planning and financial security for your children. Whether covering primary, secondary, or tertiary education, this trust ensures your children's academic aspirations are never compromised due to financial constraints. All arrangements are documented in a legal Trust Deed, providing clarity, security, and peace of mind.

Key Features

Flexible Payment Options: Monthly, quarterly, semi-annually, or annually

Minimum Lock-In Period: Two-Year minimum lock-in  period

Payment Methods: Direct transfers or direct debit through Zenith Bank branches

Transparency: Quarterly statements of account

How It Works

Set aside funds on a gradual or lump sum basis for the education of your children or wards. These funds are locked in and invested on behalf of your named beneficiaries, and educational costs are paid directly to designated schools, parties, or accounts in line with your instructions at the appropriate time.

Providing for yourself as primary beneficiary, or to cater to cases of  of incapacity

Enabling faster access to funds for your beneficiaries

Reducing administrative costs and legal complications

The benefits include:

Maintaining control of your assets while alive

Avoiding lengthy probate proceedings

Ensuring privacy in asset distribution

Providing for yourself as primary beneficiary, or to cater to cases of  of incapacity

Enabling faster access to funds for your beneficiaries

Reducing administrative costs and legal complications

This sophisticated solution combines:
Customized Portfolio Construction

Tailored investment strategies aligned with your risk profile, goals, and preferences.

Multi-Asset Management

Tailored investment strategies aligned with your risk profile, goals, and preferences.

Tax Optimization

Tailored investment strategies aligned with your risk profile, goals, and preferences.

Estate Planning Integration

Tailored investment strategies aligned with your risk profile, goals, and preferences.

Zenith Investment Trust (ZIT)

ZIT is a trust fund product that helps you achieve the goal of providing an additional income stream to top up your life and prepare for a secure financial future.

Open a ZIT Account
Download ZIT Brochure
How It Works

ZIT is a flexible investment trust fund designed primarily for you, the settlor. It provides an additional source of  income beyond your regular investments, employer's pension or Retirement Savings Account (RSA). You're the primary beneficiary, but in case of unforeseen circumstances, benefits transfer to your spouse or children as directed by you.

Purpose

ZIT recognises that relying on a single source of retirement income is risky. This trust helps you:
All arrangements are documented in a legal document (Trust Deed), ensuring clarity and legal enforceability.

Flexible Payment Options: Monthly, quarterly, semi-annually, or annually

Minimum Lock-In Period: Two-Year minimum lock-in  period

Payment Methods: Direct transfers or direct debit through Zenith Bank branches

Transparency: Quarterly statements of account

All arrangements are documented in a legal document (Trust Deed), ensuring clarity and legal enforceability.

Key Features

Flexible Payment Options: Monthly, quarterly, semi-annually, or annually

Minimum Lock-In Period: Two-Year minimum lock-in  period

Payment Methods: Direct transfers or direct debit through Zenith Bank branches

Transparency: Quarterly statements of account

How It Works

ZIT is a flexible investment trust fund designed primarily for you, the settlor. It provides an additional source of  income beyond your regular investments, employer's pension or Retirement Savings Account (RSA). You're the primary beneficiary, but in case of unforeseen circumstances, benefits transfer to your spouse or children as directed by you.

The benefits include:

Supplemental  Income: Provides an additional income stream beyond your other sources

Wealth Creation: Guarantees systematic wealth accumulation through disciplined saving and professional investment

Flexible Disbursement: Trust Fund can be disbursed as annuities or a lump-sum payment to you after a predefined period

Protection in Adversity: In the event of death, disability, or loss of job, funds are available to beneficiaries as stated in the Trust Deed

Autonomy: Trust Fund carries out your requests with or without your presence; payment for designated projects, specified amounts, and timing

Asset Protection: Your Investment Trust Fund is separate from your estate and protected from creditors

Cost Effective: Reduces administrative costs compared to managing multiple investment vehicles

Online Access: Quarterly statements of accounts are available