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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.
Trust is our core value, consistently driven by the following nine promises that capture the essence – the character and purpose – of our 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.
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
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.
A unique investment offering designed to provide superior money market returns for investors with short time horizons and low risk appetites.
Our Individually Managed and Separately Managed Investment Accounts utilize varying degrees of hands-on human and artificial intelligence to produce consistently superior results…
At UTLAM we have the perfect understanding that investor objectives vary widely, sometimes going beyond what existing philosophies, mandates, objectives, and strategies might envisage.
Being the most appropriate and assured route to democratizing wealth creation, our money market plan take full cognizance of investment objective, suitability, cost-efficiency,
Some of your investments with us will experience fluctuations in value owing to market movements. Our expert advisers will however provide adequate counselling and guidance on products most appropriate for your portfolio objectives.
UTL ASSET MANAGEMENT LIMITED is registered and regulated by the Securities and Exchange Commission, Nigeria, as a Fund/Portfolio Manager.