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Asset Management

Growing your wealth is our utmost priority.

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WHAT WE PROVIDE

Our Asset Management team delivers top-of-the-line investment management services to our clients, with assets under management currently in excess of US$600 million.

We also provide innovative structured solutions for specific needs through our expertise in Portfolio/Fund Management, Mutual Funds, and Investment Advisory services, ultimately helping all our clients to achieve their financial goals.

The company is registered and licensed by the Securities and Exchange Commission of Nigeria (SEC) to act as Investment Advisers, Portfolio and Asset Managers

Book a consultation with an Asset Management Advisor

OUR SERVICE SUITE

COLLECTIVE INVESTMENT SCHEMES (MUTUAL FUNDS)

A mutual fund (or unit trust) is an investment vehicle that pools the money of many individuals to invest in stocks, bonds, money market securities, real estate or some combination of these.

FEATURES OF OUR COLLECTIVE INVESTMENT SCHEMES

  • Funds are open-ended
  • Memorandum listing on The Nigerian Stock Exchange
  • Minimum investment – ₦10,000 and $1,000
  • Separate statutory reports to the Securities and Exchange Commission
  • Separate accounting/auditing of the funds
  • Daily valuation to determine the Bid/Offer Price for Entry/Exit
  • Redemption between 24 hours for Naira-denominated funds and 3-5 business days for dollar-denominated investments
  • Re-Investment of dividend at the unit holder's discretion

OUR ARRAY OF PROFESSIONALLY MANAGED MUTUAL FUNDS

PORTFOLIO MANAGEMENT SERVICES

The Portfolio Management Schemes include:

CORPORATE FUND MANAGEMENT

This is designed to take the responsibility of managing Shareholders’ funds or company’s investible funds from organizations to enable them concentrate on their core businesses.

GRATUITY FUND MANAGEMENT

We work with multi-national corporations, organizations, Foundations and/or groups to manage/establish various types of Collective Investment Schemes (Gratuity/SIS) designed to create future wealth for the members of staff or beneficiaries.

FEATURES OF OUR PORTFOLIO MANAGEMENT SERVICES

  • Minimum investment of ₦50 million for HNIs and ₦100 million for Corporates
  • Performance benchmark set
  • Minimum tenure of one year subject to a renewal
  • Additional contributions to portfolio allowed
  • Discretionary and Non Discretionary portfolio management

INVESTMENT ADVISORY

We offer investment advisory services to our clients to enable them keep control over their investment decisions and take advantage of a wide range of investment opportunities.

FEATURES OF OUR INVESTMENT ADVISORY SERVICE

  • Expert Advice
  • Market analysis updates and reports
  • White glove customer service
  • Evaluation of existing investment portfolios
  • Portfolio rebalancing

UNITED CAPITAL ASSET MANAGAMENT MUTUAL FUNDS FACTSHEET

LEADERSHIP TEAM

ODIRI OGINNI, CFA

MD/CEO, United Capital Asset Management Limited

DUNKE BODE-ARIBISALA

Head, Regional and Channels Sales

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JOSEPH ONYEMA

Head, Group Enterprise Performance Management
Joseph Onyema
Joseph is the Head, Group Enterprise Performance Management at United Capital Plc.
Over the last 16 years, Joseph has worked with and led teams whose responsibilities cut across a major spectrum of technology transformational and retail growth projects and consultancy. Joining the group in 2017, Joseph started out leading the technology team for 5+ years in the position of the Group, Chief Information Officer, a role in which his focus on execution to reposition the business was exemplary, hence leading to increased digital presence, retail growth and improved revenues, with keen focus on our growth during the COVID-19 pandemic where the business was run totally virtual and saw outstanding growth in customers, revenue and profitability.​
Leveraging on his education, performance, experience and spirit of execution, Joseph transitioned to the Group Head, Enterprise Performance Management, where he brings his analytical and technological prowess coupled with his background in managing teams and businesses to bare in monitoring and tracking business units and employees performances, while helping them to improve in their performance and ensuring the group continues to win in all its endeavours.
Before joining United Capital, Joseph headed the Group Technology Operations at Cordros Capital Limited where he transitioned the business from a High Net-worth Individual (HNI) focused business to retail-focused business with total leverage on technology to drive B2C sales across verticals while exploring new markets and partnerships. Prior to Cordros Capital, he had led the Enterprise & Cloud Services team at Soft Solutions Limited, an IT Consultancy firm with a footprint across 15 Nigerian banks on enterprise security, cloud projects, and consultancy where he developed, deployed, and led support teams to manage several financial and FMCG application suites.
A Tony Elumelu entrepreneur from 2016 before joining the group, and a member of the prestigious Beta Gamma Sigma international business honor society, continues to reinvent himself and deliver exceptionally to the United Capital family.