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Why Portfolio Management Services in Nigeria Are Key to Wealth Accumulation

Portfolio Management Services in Nigeria

 

 

Wealth accumulation requires strategic planning, informed decision-making, and disciplined investing. In Nigeria’s evolving financial landscape, Portfolio Management Services (PMS) play a crucial role in helping individuals and businesses grow their wealth sustainably. With expert guidance from trusted asset management companies in Lagos, investors can navigate market volatility, maximize return on investment (ROI), and achieve long-term financial security.

FSDH Asset Management in Nigeria, a leading financial advisory firm in Nigeria, offers tailored investment solutions that align with financial goals. Whether investing in mutual funds, stocks, or fixed-income securities, PMS helps create a diversified portfolio designed for sustainable growth.

What Are Portfolio Management Services?

Portfolio Management Services involve professional investment management tailored to individual risk tolerance, financial objectives, and market trends. These services provide a structured approach to wealth building, ensuring optimal asset allocation for higher returns while mitigating risks.

Investors can choose between discretionary and non-discretionary portfolio management:

  1. Discretionary PMS – The portfolio manager makes investment decisions on behalf of the client.
  2. Non-Discretionary PMS – The client retains control, with the manager offering investment recommendations.

With increasing market complexities, professional funds management has become essential for individuals and corporate investors seeking financial freedom.

Why Portfolio Management Services Are Essential for Wealth Accumulation in Nigeria

  1. Diversification for Risk Management

Market fluctuations impact investments, but a well-diversified portfolio reduces exposure to risks. PMS ensures an optimal mix of equities, bonds, and mutual funds, balancing interest earnings and capital appreciation.

A well-managed portfolio aligns with market trends, providing steady returns despite economic uncertainties. The Nigerian Stock Exchange and government bonds offer investment opportunities for portfolio diversification.

  1. Maximizing Return on Investment (ROI)

Investors aim for high return on investment, but market volatility poses challenges. PMS leverages research-based strategies, ensuring informed decision-making.

FSDH Asset Management in Nigeria applies in-depth financial analysis, guiding clients toward investments with strong growth potential. Their expertise helps optimize portfolio performance.

  1. Access to Professional Financial Advisory

Navigating investment options requires expertise. With professional financial literacy, investors make data-driven decisions that enhance wealth accumulation.

Portfolio managers analyze economic indicators, inflation trends, and interest rate movements, providing tailored strategies for clients. FSDH Asset Management, a trusted financial advisory firm in Nigeria, offers valuable market insights to guide investment choices.

  1. Passive Income Generation

A well-structured portfolio provides passive income through mutual funds, dividends, and fixed-income securities. This approach fosters financial freedom, ensuring wealth accumulation without active daily involvement.

With Nigeria’s dynamic economy, PMS helps investors capitalize on high-yield opportunities, strengthening their personal finance management.

  1. Smart Budgeting and Financial Planning

Wealth growth requires strategic budgeting and financial discipline. PMS aligns investments with financial goals, ensuring capital is allocated efficiently.

Effective portfolio management services in Nigeria help investors prioritize spending, minimize unnecessary risks, and secure their financial future.

  1. Leveraging Technology: Investment Apps and Platforms

Digital transformation has revolutionized the financial sector. Today, investors access market updates, track portfolios, and make informed decisions via investment apps and investment platforms.

FSDH Asset Management provides clients with technology-driven solutions, ensuring seamless fund tracking and investment performance analysis.

Investment Risks and How to Manage Them

While investing offers opportunities, it comes with risks. Understanding these risks helps investors make informed decisions:

  • Market Risk – Stock and bond prices fluctuate due to economic and political changes. Diversification minimizes potential losses.
  • Liquidity Risk – Some assets may not be easily converted to cash. PMS ensures portfolio liquidity balance.
  • Inflation Risk – Rising inflation erodes investment value. PMS strategies include assets that outperform inflation.
  • Interest Rate Risk – Changes in interest rates affect fixed-income securities. Professional management mitigates this risk.

Investors should seek guidance from experienced firms like FSDH Asset Management to navigate these challenges effectively.

Why Choose FSDH Asset Management for Portfolio Management Services in Nigeria?

FSDH Asset Management in Nigeria is a trusted partner in wealth creation, offering:

✔ Expert Investment Solutions – Comprehensive financial strategies tailored to individual goals.

✔ Diversified Investment Options – Access to mutual funds, equities, and fixed-income securities.

✔ Proven Track Record – Decades of experience delivering sustainable returns.

✔ Technology-Driven Investment Platforms – Seamless portfolio tracking via digital solutions.

Final Thoughts: Secure Your Financial Future Today

Portfolio Management Services provide a strategic approach to wealth accumulation, ensuring steady returns, risk mitigation, and financial security. Investors seeking expert funds management should partner with experienced professionals for sustainable growth.

Partner with FSDH Asset Management – Grow Your Wealth Strategically with FSDH’s Expert Investment Solutions.

Contact us today at [email protected], 0201 700 8900, or visit www.fsdhaml.com to learn more.

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1/5 Odunlami Street, P.M.B 12913.

tel: 0201 700 8900

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Head, Internal Control

Paul Babatunde

BACKGROUND

Paul Babatunde is the Head of Internal Control at FSDH Asset Management Ltd. He has over 15 years of experience in the financial services industry. He began his career in 2008 as a Credit Processing Officer with the United Bank for Africa PIc. He later served as the team lead for Group Shared Services Helodesk and further moved through the ranks, serving in other capacities such as Fund Transfers, Payment Investigations Lead e.t.c. He joined Coronation Merchant Bank in 2016 as an Internal Control Officer and was later drafted to the Internal Audit division as a team lead in 2017, a position which he held until July 2019 when he joined Anchoria Asset Management Ltd as the Head – Compliance, Risk Management and Internal Control. He proceeded to Core Financial Group in 2020, where he served in the capacity of Group Head – Risk Management, Compliance and Internal Control, overseeing the activities of the Stock-broking, Asset management and DC subsidiaries of the group. Paul is a sponsored individual of the Securities and Exchange Commishion and holds a Bs in Accounting from the Lagos State University as well as the ISO 27001:2013 Lead Auditor certification as issued by the British Standards Institute.

Paul is a great achiever having led and delivered remarkably in his roles in the banking industry and capital markets. He has uncovered and resolved salient issues in his capacity within the Compliance, Risk Management and Internal Audit functions. He has also implemented several initiatives on process improvement, controls enhancement and risk management across various financial services institutions.

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Corporate Account

Head, Compliance

Adedayo Bello

BACKGROUND

Adedayo joined FSDH Asset Management team in 2021 as the Chief Compliance officer, where he coordinates all the regulatory and statutory Compliance of the Company. Prior to joining FSDH Asset Management Limited, he has worked with notable Financial Institutions within the Capital market.

He is a finance professional with over 15 years of experience in Investment Banking. He was Head Compliance at AIICO Capital Limited, and equally functioned as Internal Control Officer, Acting Team Lead, Investment/Treasury Operations, and member of a Reconciliation Team in the same organization.

He commenced his Financial Institution journey/career at United Capital Securities Limited, a subsidiary of United Capital PLC (Formerly UBA Capital) where he worked in various units like Operations, Reconciliation & Resolutions, and Business Development departments.

Adedayo holds a B.Sc. in Geology from University of Ado-Ekiti and Masters’ degree in Exploration Geophysics from Federal University of Technology, Akure. He is an accredited Compliance Officer with the Securities and Exchange Commission as Sponsored Individual.

Head, Operations

Chinedu Nnadi

BACKGROUND

Chinedu Nnadi holds a Bachelor of Science degree in Statistics from Nnamdi Azikiwe University, Awka, Anambra State. He is currently running his Post-Graduate Diploma in the University of Lagos, Akoka, Yaba, Lagos.

Chinedu is an Operations Specialist spanning over 17 (seventeen) years beginning from Union Systems Limited where he worked as the Systems Support/Analyst before joining the Operations Unit of Asset & Resource Management Co. Ltd (ARM Investment Managers). His time at ARM was one in which he was a key member of the Operations Unit where he was involved in organization-wide process improvement with his involvement in the Business Process Review (BPR) which identified inefficiencies and proposed improvements that led to timely execution of Strategic and Tactical transformation. This review greatly impacted on process efficiency, overall organizational effectiveness through transformation of resources, migration and adoption of relevant Information Technology tools for Operational efficiency.

He later joined Nova Asset Management Limited (NOVAMBL) as the Team Lead, Capital Market Operations where He was responsible for setting up of the Operations unit from the onset, from there, he joined FSDH Asset Management Limited where he currently sits as the Head of Operations.

Chinedu is vastly skilled and knowledgeable in the Nigerian Asset Management Operations and Regulations. Business Optimization, Process automation and Transaction processing, systems re-engineering. He is a driver of technology and operational initiatives.

He is happily married and has undergone professional trainings on Personal Improvements, Systems and Process Improvements, Financial Market Fundamentals.

Chief Investment Officer

Taofik Oyeniyi

BACKGROUND

Taofik Oyeniyi is the Chief Investment Officer at FSDH Asset Management Limited. He has over two and half decades of experience in the financial services industry across Treasury/Money market activities, Funds management, Balance Sheet and Liquidity Management, Business Development, Credit Analysis, and Structuring.

He started his Banking career in 1997 as an Executive Trainee at Equity Bank after a brief stint as an investment Officer at Compass Finance and Investment. He grew to the position of Chief Dealer before joining Intercontinental Bank as a Regional Head of Treasury in the Treasury and Investment Banking Division. In 2005. He joined Skye High Financial Services in 2010 as an Executive Partner and Division Head of Treasury and Funds Management. He worked in this capacity up until joining TAJ Bank as the Treasurer and Divisional Head of Treasury and Investment in 2019. He joined Radix Pension Managers in 2021 as the Divisional Head of Investment and Treasury.  He was responsible at Radix for formulating the overall Investment strategy for all funds managed, supervising Portfolio Managers in various investment activities, and ensuring funds are invested in line with asset allocation.

Taofik is a graduate of Business Administration and a holder of   MBA (Finance Major) degree from Obafemi Awolowo University, Ile-Ife. He is a Chartered Accountant (ACA), an Associate Member of the Chartered Institute of Bankers of Nigeria (CIBN), and a CFA Chartered Holder.

Chief Financial Officer

Funmi Olutebo

BACKGROUND

Funmilayo Oletubo is a finance professional with years of experience in business strategy, financial and performance management, liquidity management, operations control, risk management, taxation, project management and process optimization.

She is the Chief Financial Officer at FSDH Asset Management Limited “FSDH AM’”, where she acts as a strategic business partner for creating value and executing the firm’s financial strategies.

Before joining FSDH AM, Funmilayo started her career with Integrated Software Services Limited where she gained extensive knowledge for driving the efficiency of business with technology and financial solutions. She shortly after joined Chapel Hill Denham as an Investment Officer where she rose through the ranks to become an Assistant Vice President, finance and operations supporting the Investment Management, Securities Trading, Investment Banking and Trusteeship businesses. She was responsible for coordinating several responsibilities as: budget preparation, financial reporting and analysis, consolidated financial reporting, external audit liaison, management performance reviews, regulatory reporting, automation and system enhancement, asset and liability management, alternative fund accounting, investment accounting, standard operating policy development and compliance with the International Financial Reporting Standards {IFRS}.

She holds a BSc in Applied Accounting and Accounting from Oxford Brookes University, Glasgow, United Kingdom and Babcock University, Ilishan Remo, Nigeria respectively. She is a Fellow of the Association of Chartered Certified Accountants (ACCA), Member of the Institute of Chartered Accountants of Nigeria (ICAN) and Chartered Institute of Taxation of Nigeria (CITN).

She is happily married, passionate about socio-economic development and runs an NGO aimed at supporting the less privileged.

Head, Sales, FSDH Asset Management

Margaret Agbonlahor

BACKGROUND

Margaret joined the FSDH Asset Management team in 2020 as the Head of Sales, where she drives the various market segments; HNIs, Institutions and Retail. She has over 20 years of banking experience, with expertise in Sales, Business Development, Marketing and Portfolio Management. She is also an approved Corporate Client adviser. Before she joined FSDH, Margaret was a Team Lead for Core Banking Finacle Software Application change at Infosys, Bangalore India. She has garnered a deep understanding of the Fixed Income, Money Market and Equities Market, and attended several courses on Wealth and Portfolio Management. She holds a BSc. in Business Administration from the University of Benin and an MBA from the University of Lagos.

Non-Executive Director, FSDH Asset Management

Nike Ogunjimi

BACKGROUND

Nike is a finance professional with over 18 years of experience in investment management, financial advisory and commercial banking.

Over the span of her career, she has worked at several leading firms in the Nigeria financial services industry. She is currently a Director at Kuramo Capital Management where she focuses on investment management and investor relations activities. Prior to Kuramo, Nike was part of the Client Solutions team at Standard Chartered Bank Nigeria and provided financial advisory solutions to the bank’s local blue-chip clients.

She also worked at Afrinvest Limited and, as a senior member of the Investment Banking team, she led the execution of numerous headline M&A mandates for notable Nigerian companies. She was a member of the firm’s Management Team and had oversight responsibility for the Finance unit, alongside her investment banking duties.

Nike has also worked at ARM Investment Managers where, as part of the Investment Management team, she was responsible for covering various sectors on the Nigerian Stock Exchange as well as international financial markets. She holds a BSc. Insurance from University of Lagos, Nigeria and an MSc. Finance from University of Leicester, UK.

Managing Director, FSDH Asset Management

Toyin Owolabi

BACKGROUND

Mr. Owolabi has over 20 years of banking experience and is the Group Head of Financial Institutions, responsible for developing and managing the relationship with all non-bank financial institutions and other institutional clients. Before joining FSDH, he worked at FCMB and at different times oversaw Financial Institutions, Correspondent Banking and Structured Funding. He was also the Head of treasury at IMB international Bank. Mr. Owolabi’s educational background includes a bachelor’s degree in Agriculture from the University of Ilorin and an MBA from Business School Netherlands. He has attended numerous local and international courses and in addition to financial institutions, was responsible for wealth management and correspondent banking at FSDH Merchant Bank.

Non-Executive Director, FSDH Asset Management

Kelechi Okoro

BACKGROUND

Kelechi was at Argentil Capital Partners where he originated and executed infrastructure transactions. Prior to Argentil, he worked with the Infrastructure and Natural Resources Group of the International Finance Corporation (IFC), and at ARM Investment Managers (with ~USD 2bn AUM), both in Nigeria. He holds a Bachelor’s in Human Physiology from the University of Ibadan, and an M.B.A. from Lagos Business School. He serves as a Non-Executive Director.

Non-Executive Director, FSDH Asset Management

Yasmin Belo-Osagie

BACKGROUND

She was a border in England before proceeding to Princeton where she graduated cum laude in History (major) and Finance (minor) in 2011. She attended Le Cordon Bleu (a hospitality education institution), in Paris and London. She studied at Harvard Law School and at Stanford Graduate School of Business, graduating with a JD/MBA in 2019. After her graduation from Princeton, Belo-Osagie worked with McKinsey & Company as a business analyst till 2013. While at McKinsey & Company, she met Afua Osei with whom she co-founded She Leads Africa. She serves as a Non-Executive Director with FSDH Asset Management Limited.

Non-Executive Director FSDH Asset Management

Folashade Ogunde

BACKGROUND

Mrs. Folashade Ogunde graduated with a B.Sc. (Hons) degree in Economics from the University of Ife (1984) (now Obafemi Awolowo University, Ile-Ife). She is a Fellow of the Institute of Chartered Accountants of Nigeria (ICAN) (2005) and an associate member of the International Facility Management Association (IFMA) (2015). She started her professional career with the firm of Deloitte Haskins & Sells (Chartered Accountants), where she gained accounting and audit experience, and had a stint in Treasury Management at Bancroll Savings & Loans Limited (1993 to 1995) and International Funding Group (Nig.) Limited (1991 to 1992) before joining UAC of Nigeria Plc in 1997. She has held such positions as Management Accountant, UAC Foods; Divisional Commercial Director, Mr. Bigg’s (now UAC Restaurants), Group Treasurer, UAC of Nigeria Plc and Executive Director, Finance at UACN Property and Development Company.

Chairman, FSDH Asset Management

Folashade Laoye

BACKGROUND

She is a graduate of University of Lagos (BSc Accounting, 1990) and qualified as an Associate member of the Institute of Chartered Accountants of England and Wales in 1995 and the Institute of Chartered Accountants of Nigeria in 1997. She trained with Coopers & Lybrand, UK (now PricewaterHouseCoopers) from 1991 to 1995 and worked with the Corporate Finance Unit of First Securities Discount House (“FSDH”) from 1995 to 1997. She holds a Master of Business Administration from Harvard Business School. She has been instrumental in charting the growth strategy of Hygeia for several years. She serves as the Chairman of the FSDH Asset Management Limited Board of Directors.