Financing

Liquidity, without selling a single position.

A credit line secured by the portfolio we already manage for you. Draw funds for property, business, or life's opportunities — while your investments stay in the market, compounding. Arranged by Hament through tier-one global lending partners.

At a glance — indicative terms
Advance rate, government bondsup to 90%
Advance rate, global equitiesup to 60%
Indicative pricingSOFR + 6.40%and up
Minimum portfolioTZS 100M≈ USD 38,000
Facilities fromTZS 10M≈ USD 3,800
Repayment scheduleFlexibleinterest-only
Days, not monthsCollateral-based approval — no income underwriting marathon
RevolvingDraw, repay, and redraw as needs change
Stay investedYour strategy and compounding continue uninterrupted
One point of contactHament negotiates, executes, and monitors the facility
What it is

Your portfolio, working twice.

Portfolio-backed lending lets you borrow against the market value of the securities in your account — global equities and bonds under Hament's management — instead of selling them. The portfolio is pledged as collateral; the lender extends a revolving line of credit sized as a percentage of its value.

Liquidity should empower your strategy, not interrupt it. Selling assets to raise cash means exiting positions you chose for the long term, potentially at a bad moment in the market cycle, and possibly crystallising taxable gains. Borrowing against the portfolio keeps the strategy intact while giving you cash within days.

Because the loan is secured by liquid, marketable securities, pricing is typically far below unsecured or consumer lending rates, and approval does not hinge on lengthy income underwriting.

Hament is not the lender. We structure the facility, put your collateral out to multiple banking partners and private-credit funds, negotiate the spread, loan-to-value and covenants on your behalf, and monitor the facility quarterly for the life of the loan.

Why borrow instead of sell

Four reasons clients choose credit over liquidation.

01

Compounding continues

Your capital stays invested through the borrowing period. Selling interrupts returns; a market recovery you're not invested in is a cost you never see on a statement.

02

Speed and simplicity

The collateral does the talking. Facilities are typically approved and funded in days — no property valuations, no income-document marathon.

03

Flexible by design

Revolving structure: draw only what you need, repay when it suits you, redraw later. Interest accrues only on the drawn balance, typically with no fixed amortisation schedule.

04

Potential tax efficiency

Borrowing is not a disposal. Depending on your jurisdiction and structure, drawing credit instead of selling may defer the crystallisation of taxable gains. We coordinate with your tax advisor.

Uses

What the facility can — and cannot — fund.

Common uses

  • Bridge finance for property purchase or construction
  • Business working capital or expansion, without diluting equity
  • School and university fees, payable in hard currency
  • Tax obligations and other large, time-sensitive payments
  • Emergency liquidity — a standby line that costs nothing until drawn

Restricted uses

  • Purchasing additional securities or topping up investment accounts — most facilities are "non-purpose" lines and lender rules prohibit this
  • Repaying margin loans held elsewhere
  • Any purpose restricted under applicable law or the lender's terms

Where leverage inside the portfolio is the actual goal, different instruments apply — speak to us and we will structure it properly.

Indicative terms

How much you can borrow, and what it costs.

Advance rates and pricing below reflect terms typical of leading global platforms as of August 2026. Your final terms are set in the lender's term sheet, which Hament negotiates on your behalf.

Advance rates by asset class

Pledged collateralIndicative advance rate
Cash & term deposits
up to 95%
Developed-market government bonds
up to 90%
Investment-grade corporate bonds
up to 75%
Diversified global equities & ETFs
up to 60%
Emerging & frontier-market equities
up to 45%
Concentrated single-stock positions
case-by-case

The advance rate is the share of an asset's market value a lender will extend as credit. More liquid, less volatile assets command higher rates. Lenders set and may revise advance rates and collateral eligibility at their discretion. Retirement-wrapper assets are generally not eligible.

Indicative pricing by facility size

Facility size (USD)Benchmark + spreadAll-in rate*
Up to 250,000SOFR + 8.40%12.05%
250,000 – 500,000SOFR + 7.90%11.55%
500,000 – 1,000,000SOFR + 7.40%11.05%
1,000,000 – 2,500,000SOFR + 6.90%10.55%
2,500,000 and aboveSOFR + 6.40%10.05%

*Based on the Secured Overnight Financing Rate (SOFR) of 3.65% as of early August 2026. Rates are variable and move with the benchmark. Tiers mirror pricing published by leading global platforms; larger facilities and stronger collateral command tighter spreads. Facilities are available from TZS 10 million (≈ USD 3,800) for portfolios of TZS 100 million or more under Hament management. Hament's compensation — a flat project fee or a disclosed interest margin — is always agreed with you up front.

Interactive estimate

Estimate your borrowing power.

Enter your portfolio value and asset mix. The model applies the indicative advance rates above and shows your capacity, cost, and safety buffer in real time.

Your portfolio
USD
1 USD =TZS · indicative, editable
Asset mix
5%
25%
20%
40%
10%
Mix totals 100%.
Your draw
50%
Your estimate
Maximum borrowing capacity
$353,750
Amount drawn
$176,875
Blended advance rate on portfolio70.8%
Indicative rate tier12.05% SOFR + 8.40%
Estimated interest, monthly$1,187
Estimated interest, annual$14,238
Drawn Undrawn capacity Portfolio equity
Safety buffer before a maintenance call
Portfolio could fall ~50% before a top-up is required

Educational estimate only — not an offer of credit. Assumes indicative advance rates shown above, a uniform market decline across all holdings, interest at the current indicative tier (SOFR 3.65% as of August 2026, variable), and no accrued interest added to the balance. The facility requires a portfolio of at least TZS 100 million under Hament management, with a minimum draw of TZS 10 million. Pricing tiers are defined in US dollars; TZS figures are shown at the indicative exchange rate you set (default 2,642 TZS per USD, early August 2026) and carry additional exchange-rate risk. Actual capacity, pricing and maintenance triggers are set by the lender's term sheet and can change with markets. Borrowing against securities involves significant risk, including forced sale of pledged assets — see the risks section below.

Process

From conversation to cash, in five steps.

1

Needs analysis

We assess your liquidity goal, timing, currency, and the right leverage level for your broader wealth plan.

2

Term sheets

Your collateral profile goes to multiple lending partners. We compare spreads, LTVs, and covenants side by side.

3

Pledge & approve

You sign the facility and pledge agreements; the portfolio account is flagged as collateral with the custodian.

4

Draw funds

Funds are wired to your account — typically within days of approval. Interest accrues only on what you draw.

5

Ongoing monitoring

Quarterly covenant checks, collateral revaluation, early-warning alerts, and refinancing recommendations as markets move.

Understand the risks

Leverage is a tool. We treat it with respect.

Pledging securities as loan collateral involves a high degree of risk. We would rather you understand these mechanics before borrowing than discover them after.

What can go wrong

  • Maintenance calls. If your collateral's value falls below the required threshold, the lender may demand additional assets or partial repayment at short notice.
  • Forced liquidation. If a call is not met, the lender can sell pledged securities — without your consent, without prior notice, and potentially at depressed prices, with tax consequences.
  • Variable rates. Pricing floats over a benchmark. If benchmark rates rise, your interest cost rises with them.
  • Demand features. Many facilities are uncommitted: the lender can change advance rates, collateral eligibility, or demand full repayment at any time.
  • Amplified losses. Borrowing against assets that are simultaneously falling compounds the damage to your net worth.

How Hament manages this for you

  • Conservative sizing. We typically advise drawing well below maximum capacity, preserving a cushion against market declines.
  • Diversified collateral. Facilities secured by diversified, multi-asset portfolios carry materially lower call risk than single-stock pledges.
  • Active monitoring. Collateral coverage is tracked continuously; you hear from us before the lender ever needs to call.
  • Integrated oversight. Borrowing is stress-tested against your full wealth plan so leverage never quietly over-extends it.
  • Exit planning. Every facility is structured with a defined repayment or refinancing path — credit is a bridge, not a destination.
FAQ

Frequently Asked Questions

Who is eligible, and what is the minimum?
The facility is available to Hament clients with discretionary portfolios of globally listed equities and bonds worth at least TZS 100 million (approximately USD 38,000). Facilities start from TZS 10 million (approximately USD 3,800) and are sized to your portfolio's loan value. Retirement-wrapper assets are generally not eligible as collateral.
How quickly can I access funds?
Once the facility is documented and the pledge is in place, drawdowns are typically wired within days. Establishing a new facility — needs analysis, term-sheet comparison, and documentation — usually takes one to three weeks depending on the lender and structure. Many clients establish a standby line before they need it: it costs nothing until drawn.
What happens if markets fall?
Your borrowing capacity moves with your collateral's value. If the portfolio falls far enough that the outstanding loan approaches the collateral's loan value, the lender issues a maintenance call: you top up collateral or repay part of the loan. If a call is not met, the lender may sell pledged securities. This is why we advise borrowing well below maximum capacity and monitor coverage continuously — the calculator above shows your buffer for any draw level.
Can my portfolio still be managed while pledged?
Yes. The portfolio remains invested and under Hament's management. Trading continues within the lender's collateral guidelines — substituting one eligible security for another is routine. Withdrawals of collateral, however, require sufficient remaining coverage for the outstanding loan.
What currency can I borrow in?
Facilities are typically denominated in USD, with other major currencies available through certain lending partners. Borrowing in the same currency as your intended use avoids adding FX risk on top of leverage — a point we cover in the needs analysis.
How does the interest rate work?
Pricing is a spread over a floating benchmark — for USD facilities, typically SOFR (3.65% as of early August 2026). Spreads tighten as facility size grows: indicatively from around 8.40% over the benchmark for smaller facilities, down to around 6.40% for facilities above USD 2.5 million. Interest accrues daily on the drawn balance only and is usually billed monthly, with no obligation to amortise principal on a fixed schedule.
How is Hament compensated?
For financing engagements we quote either a flat project fee or a negotiated interest margin — always disclosed and agreed up front, consistent with our all-in, no-hidden-fees policy. Hament is not the lender and does not take balance-sheet risk on the facility.
Is this the same as a margin loan?
They are related but distinct. A margin loan sits inside a brokerage account and is designed to finance the purchase of more securities. A portfolio-backed (non-purpose) credit line is drawn as cash for use outside the portfolio — property, business, education — and cannot be used to buy additional securities. Non-purpose lines typically offer more flexible structures and, for diversified portfolios, more conservative and stable collateral treatment.
Put your portfolio to work — twice.

Book a confidential consultation with our credit desk. We'll assess your borrowing capacity, compare terms across our lending partners, and structure a facility that serves your wealth plan — not the other way around.