You’ve built your wealth over the years. Let’s manage it to last for generations.
We build your investment portfolio to be able to withstand volatility and shocks with robust risk management and compliance mechanisms
Our Service Suite
Private wealth services grounded in trust, transparency, and a commitment to your long-term prosperity.
Comprehensive wealth solutions tailored to your unique goals, combining global insights, robust risk management, and expert asset protection
Global investment and wealth solutions tailored to grow and protect your assets.
We manage government and corporate bonds, protecting bondholders’ interests and ensuring compliance.
OUR SERVICE SUITE
Our Value Proposition
We employ a 6-Key Proposition to provide a comprehensive approach to our client’s goals
What We Do
Managed Investment Services
Offshore Investment Management Service
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:
Working with you and your external advisors in:
Retirement/Legacy Investments
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
Portfolio Manager
Business Development Manager
Global Market Outlook Report
Book a consultation with a wealth advisor
Adetola is a seasoned professional with experience in the financial services industry as a senior business development and investor relations professional with an emphasis on Wealth Management. Her primary focus is serving the needs of mass affluent and high net worth individuals. She works with clients to help manage their wealth responsibly, grow it tax-efficiently, and maintain it for years to come so that it fulfills the lifestyle they desire.
Before joining United Capital Plc, Adetola was the Managing Director of SCM Capital Asset Management Limited. Prior to SCM, she was the GM/CEO of MBL Financial Services Limited, (the Stockbroking arm of Metropolitan Bank Limited (now UBA Plc) a member of the Nigerian Stock Exchange) where she packaged the company in an attractive position for eventual divestment. Her experience covers Money Markets, Equities, Fixed Income Securities, Real Estate, and Foreign Currency Trading. She is a Licensed Equity Trader on the Nigerian Bourse. She previously served as the Group Head of Operations at Metropolitan Bank responsible for planning, developing, organizing, and supervising all operations activities at the Head Office and Branches nationwide. At Access Bank, she served as head of the foreign operations department.
Adetola is a Certified Fellow of the American Academy of Financial Management (FAAFM), and a Chartered Wealth Manager (CWM). She received a Combined Honor’s (BSc) degree in Computer Science with Economics and an MBA both from the Obafemi Awolowo University, Ile-Ife. She is a Fellow of Chartered Institute of Bankers of Nigeria, Associate of Chartered Institute of Stockbrokers, and The Certified Pensions Institute of Nigeria.
