Wealth Management

You’ve built your wealth over the years. Let’s manage it to last for generations.

WHAT WE PROVIDE

With our Private Wealth services, our clients enjoy a relationship built upon trust, communication, and integrity.

We build your investment portfolio to be able to withstand volatility and shocks with robust risk management and compliance mechanisms

Book a consultation with a Wealth Advisor


OUR SERVICE SUITE

Our Value Proposition

We employ a 6-Key Proposition to provide a comprehensive approach to our client’s goals

  • Organization
  • Accountability
  • Objectivity
  • Pro-activity
  • Education
  • Partnership

What We Do

  • What we offer goes far beyond Investment consulting or Asset Management
  • We help leading individuals and families grow, preserve, and manage their wealth
  • We take the time to understand your unique needs to develop a plan that evolves with you, while also meeting your goals
  • We ensure you benefit from our global perspective and strategic insight of top investment minds from around the world
  • We build your investment portfolio to be able to withstand volatility and shocks with robust risk management and compliance mechanisms
  • We are experts in offshore structures that address asset protection, tax optimization, protection against political and economic instability

Managed Investment Services

  • Global investment advice, insight, and personal investment services.
  • Turn your investment goals into reality with our comprehensive Investment services and advice
  • Local and International investment expertise tailored to your needs.

Offshore Investment Management Service

  • Access to the world’s leading companies and Fund Managers.
  • Global diversification of Portfolio.
  • Trade shares and other securities in the US, UK, Europe, Canada, and other world leading stock exchanges easily.

International and Offshore Wealth Structuring

Wealth structuring can often be the single most important service we provide to our clients and involves the creation of an efficient framework for asset management. It is imperative to have the right strategy from the outset and we provide objectivity where often there are emotional decisions to be made. It is also important to note that every case is different in its simplicity or complexity.

Whether our clients are based in the country or abroad, we understand the internationally mobile high net worth client requires best-of-breed asset protection solutions to cater to their international needs when it comes to estate planning, wealth transfer and structuring ownership.

What types of services are included? At a broader level we can assist you on:

  • Implementing wealth transfer strategies
  • Sourcing external specialist tax and legal advisors in respect of the intended structures
  • Trade shares and other securities in the US, UK, Europe, Canada, and other world leading stock exchanges easily.

Working with you and your external advisors in:

  • Global asset ownership, succession, and estate planning
  • Remittance planning in relation to emigration and immigration
  • Philanthropy planning

Retirement/Legacy Investments

  • Our Wealth Management and Investment offers you the scale, International reach, and depth of investment expertise, globally and locally to meet your specific retirement and legacy needs in this ever-changing environment.
  • Retirement investments are backed by an investment approach that is rigorous, disciplined and integrates a global investment house view.

Retirement Planning

United Capital Private Wealth has wide-ranging experience is assisting individuals and families find optimal solutions to their retirement and RSA challenges.

UC Prestige

UC Prestige offers you the opportunity to diversify your investments effectively in terms of geographical regions, currencies and asset classes through a range of offshore fixed income securities.

UC-IMRAN: USD Sukuk Portfolio

UC-Imran is a USD denominated Shariah-compliant product which is prejudice to riba (interest) and unethical investing. Investment horizon ranges from short to medium term positions in equities from halal organizations, real estate, Sukuk-as-Salam, Sukuk-al-Murabaha, Takaful contracts, Mudaraba, Musharaka, Ijarah, diminishing Musharaka, Istisna, Wakala and Islamic Export Refinance while avoiding investment in companies that deal largely in alcohol, tobacco, pork, adult content, gambling, weapons, conventional banks and insurance companies.

UC Octus

Through our offshore securities offerings, we enable access to global investment opportunities, including mutual funds managed by leading firsm like BlackRock and Vanguard. We also provide services for purchasing foreign stocks (e.g. Apple, Nvidia, Microsoft, Amazon etc. and executing transactions according to you directives.

LEADERSHIP TEAM

Adetola Fasuyi

Adetola Fasuyi

MD, United Capital Wealth Management

Onyinye Osunwoke

Onyinye Osunwoke

Business Development Manager

Solomon Ogene

Solomon Ogene

Portfolio Manager

Global Market Outlook Report

FAQs

Click here to get answers to our frequently asked questions