My approach to work which has been pivotal to my success is hinged on time-tested values including transparency, humility, integrity, proactiveness, innovation and doggedness.
New product development - Recommended the launch of a USD fixed income mutual fund, which achieved the largest USD mutual fund ranking in the country, in 2020.
Achieved circa N570 million ($1.5 million) in annual revenues and Assets Under Management (“AUM”) of circa N100 billion ($270 million)
Built strong and enduring relationships with High Net worth Individuals and their networks, providing them with unparalleled and advisory and execution services on their individual wealth journeys.
Advised on intergenerational transfer, succession planning and exit strategies.
Set up the Wealth Management Department through strategy development and implementation
of an operating business model.
New product development and optimization of existing mutual funds.
Get in touch
Design by www.folakengwu.com