Welcome to UTL Asset Management Limited
Where our rich pedigree as a fully owned subsidiary of the 57-year-old UTL Trust Management Services Limited is further shifting the frontiers of value delivery in financial services. Registered by the Securities and Exchange Commission (SEC) as a Fund/Portfolio Manager, we offer a full spectrum of professional asset management services to help you build, preserve, and transfer wealth across time and between generations.
The UTLAM Creed
Trust is our core value, consistently driven by the following nine promises that capture the essence – the character and purpose – of our organization:
- Ours is a conservative and uncompromising commitment to being the very best in all that we do.
- In investment management, we will be uniquely ethical and transparent in all our dealings.
- In product offerings, we will provide opportunities across all asset classes in line with the law, regulations, global standards and best practice.
- To all our clients, we will consistently put you first in the provision of the most suitable and cost-efficient products and services.
- To our community, we will be a responsible organization conscious of all forms of externalities in our business conduct.
- To our members and staff, we will provide the best training and support for human capital development and for utmost professionalism.
- To the industry, we will be of exemplary leadership.
- To the country, we will bring significant development through innovative capital formation and deployment, and
- To the world, we will be known as the foremost fiduciary Nigerian organization.
We make the foregoing declaration, that we may be held accountable to each of these promises, for the advancement of all our stakeholders, the Nigerian capital market, and the greater good.
What We Do
Our Investment Philosophy
Our business is investment management. We offer products and services with the fundamental belief that Asset Management Services must consistently deliver value to the consumer. To ensure this, we engage in robust investment research and governance practices that provide us with unique insights into capital allocation that yield superior returns.
We utilize the separation property principle to define a base optimal portfolio that is then adjusted to each client’s risk-appetite. We report the performance of investor portfolios in the most transparent and objective manner – by showing the impact of market conditions and the direct contribution of the Asset Manager. In pursuit of this philosophy, right from inception, we have chosen to embrace the foremost global investment operating and sustainability standards
Investment Advisory
To us, ‘Client-First’ is not a cliché – we take this as the most important aspect of your investment journey with us, especially because of its revered place in the feedback cycle.
Fixed Income Note
A unique investment offering designed to provide superior money market returns for investors with short time horizons and low risk appetites.
Individually & Separately Managed Accounts
Our Individually Managed and Separately Managed Investment Accounts utilize varying degrees of hands-on human and artificial intelligence to produce consistently superior results…
Innovative Investment Solutions
At UTLAM we have the perfect understanding that investor objectives vary widely, sometimes going beyond what existing philosophies, mandates, objectives, and strategies might envisage.
Mutual Funds
Being the most appropriate and assured route to democratizing wealth creation, our mutual funds take full cognizance of investment objective, suitability, cost-efficiency,