WEALTH MANAGEMENT/ASSET MANAGEMENT
Who We Are
PlanetCap Asset Management Limited (PlanetCap) is a fund management services company duly licensed by the Securities and Exchange Commission (SEC) to offer portfolio management and investment advisory services.
The Company was incorporated in 2016 and secured its operational license from the SEC the same year. We are a wholly owned subsidiary of Planet Capital Limited, a diversified financial services group providing clients with investment banking, securities trading, asset and wealth management, and corporate governance services.
Portfolio Management
At PlanetCap Asset Management, we offer both discretionary and non-discretionary investment management services
Discretionary Investment Management
This allows the fund manager to take full control of the funds and apply the fund according to the investment policy statement.
Non-Discretionary Investment Management
This allows the fund manager to take full control of the funds and apply the fund according to the investment policy statement.
Our Services
Wealth Management
For our Ultra and High-Net-Worth clients, we provide top-class products and services that are professionally delivered on very competitive terms, using cutting-edge technology. We are committed to providing exclusive and personalized services as well as investment solutions that offer unique value propositions to all our stakeholders.
Investment Advisory Services
Our Investment Advisory services offer clients different strategic reviews and forecasts to enable the formulation of well-rounded investment decisions across different asset classes. We carry out periodic reviews of our clients’ portfolios based on market volatilities and regulatory environment to achieve optimal returns on investment.
Collective Investment Schemes
To meet the wide range of our clients’ objectives, we have a bouquet of Mutual Funds tailored to suit their investment needs. Our Mutual Funds provide cost-effective exposure to diversified professionally managed, liquid and highly rated securities to retail investors.
Portfolio Management
Our team of Portfolio Managers formulates client-specific strategies based on an agreed mutual understanding of our client’s investment objectives to deliver optimal value.
Our Value Proposition
BOARD OF DIRECTORS
Mr Eddie Efekoha
CHAIRMAN
Mr. Akhigbe is a Director and Co-CEO at Planet Capital Group. He is a Bank of Boston-trained credit.
Mr. Akhigbe is a Director and Co-CEO at Planet Capital Group. He is a Bank of Boston-trained credit expert and an Investment Banker. Efe is a university scholar and has attended several academic and professional institutions in Nigeria and overseas. He holds the following degrees: BSc Business Administration (University of Benin), MBA – Finance (University of Lagos) and MSc Financial Analysis and Fund Management (University of Exeter, UK). He is a fellow of the Institute of Chartered Accountants of Nigeria (FCA), and a member of the Chartered Institute of Taxation (ACTI).
Mr. Akhigbe has attended various courses in Credit Analysis and Structuring, Real Estate Financing Strategies, Citibank NY Correspondent Bankers Seminars, Valuation, and Capital Markets, amongst others. Efe commenced his career as a Credit Analyst with First National Bank of Boston in 1988, and later worked with Victory Merchant Bank as a senior Credit Analyst, and Leverrete Investments Limited as Financial Consultant, between 1994 and 1996. He joined United Bank for African (UBA) Plc in 1997, and helped set up UBA Securities, the investment-banking subsidiary of the Bank. He was with the UBA Group from 1997 to 2009.
In the course of his career, Efe has been involved in transactions covering Corporate Governance and Corporate Finance Advisory and was involved in Transaction Advisory assignments for the Federal Government of Nigeria under the privatisation programmes. Efe was a member of the National Bond Steering Committee set up by the Securities and Exchange Commission (SEC), to reactivate the Nigerian Bond Market. He is a SEC-registered-sponsored individual and Capital Market Operator.
Mr. Chidi Agbapu
DIRECTOR
Mrs. Aderonke Adedeji is a Director with Planet Governance Advisory Limited.
Mrs. Aderonke Adedeji is a Director with Planet Governance Advisory Limited. She is an investment banker par excellence and has extensive experience in financial services and corporate development. She is also currently a Non-Executive Director with the Prestige Assurance Plc and Leadway Holdings Limited. She was the Managing Director of Leadway Pensure PFA Limited between 2006 to 2021, and was President of the Pension Fund Operators Association of Nigeria (PenOp). Mrs. Adedeji is a value-oriented focused professional.
Before Leadway Pensure PFA Limited, Ronke was an Executive Director with MBC Merchant Bank, where she was at different times responsible for Corporate Banking, Investment Banking, Retail Banking, Private Banking, Corporate Management, Securities and Portfolio Management. She set up and had oversight of the Bank’s subsidiaries – MBC Securities Limited and MBC Insurance Brokers. Ronke started her banking career with ICON Merchant Bankers where she worked in both Treasury and Corporate Finance Departments and was Head of the Capital Issues Division.
She is a Fellow of the Institute of Chartered Accounts of Nigeria (ICAN), the Chartered Association of Accountants (ACCA), the Chartered Institute of Taxation of Nigeria (CITN), and the Certified Pension Institute of Nigeria (CPIN). She has attended top-level executive development courses, including the Chief Executive Program of the Lagos Business School, the High Potential Leadership Program at Wharton Business School, the Leadership Awareness through Experience and Practice Program at INSEAD Business School and the Leading Change and Organizational Renewal Program at Stanford Business School.
Dr. Tony Anonyai
DIRECTOR
Dr Tony Anonyai is the associate Team Lead, and a Co-CEO at the Planet Capital Group.
Dr. Tony Anonyai
Dr Tony Anonyai is the associate Team Lead, and a Co-CEO at the Planet Capital Group. He has extensive hands-on experience in corporate finance, corporate governance, and capital markets advisory services, and expertly combines these competencies in advising clients as they seek to transform their organisations and sustainably improve financial performance. He began his career in 1990 with the professional accounting firm of Anjous, Uku, Eweka & Co. (Chartered Accountants) and later worked with Capri-Martins Finance Limited as an Accountant. In 1994, he set up a financial intermediation and advisory firm, Ouec Investment Limited, and in 2005, he founded and became the Managing Director & Chief Executive Officer of Strategy & Arbitrage Limited, a brokerage and dealing member firm of the Nigerian Stock Exchange and one of the legacy companies in Planet Capital Limited.
Tony holds a PhD in International Business, specialising in Finance, from the International School of Management, Paris, and Master of Banking and Finance Degree from the University of Lagos. He is a fellow of the Institute of Chartered Accountants of Nigeria, the Chartered Institute of Stockbrokers, and the Chartered Institute of Taxation of Nigeria, and an Associate of the Certified Pension Institute of Nigeria. He is a member of the Institute of Directors, and has attended several high-profile executive and professional development courses at the Lagos Business School, IESE Business School, and Harvard Business School.
Dr Anonyai is the board chair of ATASoftec Limited, and a board member in Consolidated Hallmark Holding Plc, Electronic PayPlus Limited, Chateau Royal Real Estate Limited. He is the vice-chairman of the Financial Services & Capital Markets Committee of the Chartered Institute of Directors of Nigeria. He is a member of the Trade, Investment & Competitiveness Policy Commission of The Nigerian Economic Summit Group.
Mr. Efe Akhigbe
DIRECTOR
Mr. Akhigbe is a Director and Co-CEO at Planet Capital Group. He is a Bank of Boston-trained credit.
Mr. Akhigbe is a Director and Co-CEO at Planet Capital Group. He is a Bank of Boston-trained credit expert and an Investment Banker. Efe is a university scholar and has attended several academic and professional institutions in Nigeria and overseas. He holds the following degrees: BSc Business Administration (University of Benin), MBA – Finance (University of Lagos) and MSc Financial Analysis and Fund Management (University of Exeter, UK). He is a fellow of the Institute of Chartered Accountants of Nigeria (FCA), and a member of the Chartered Institute of Taxation (ACTI).
Mr. Akhigbe has attended various courses in Credit Analysis and Structuring, Real Estate Financing Strategies, Citibank NY Correspondent Bankers Seminars, Valuation, and Capital Markets, amongst others. Efe commenced his career as a Credit Analyst with First National Bank of Boston in 1988, and later worked with Victory Merchant Bank as a senior Credit Analyst, and Leverrete Investments Limited as Financial Consultant, between 1994 and 1996. He joined United Bank for African (UBA) Plc in 1997, and helped set up UBA Securities, the investment-banking subsidiary of the Bank. He was with the UBA Group from 1997 to 2009.
In the course of his career, Efe has been involved in transactions covering Corporate Governance and Corporate Finance Advisory and was involved in Transaction Advisory assignments for the Federal Government of Nigeria under the privatisation programmes. Efe was a member of the National Bond Steering Committee set up by the Securities and Exchange Commission (SEC), to reactivate the Nigerian Bond Market. He is a SEC-registered-sponsored individual and Capital Market Operator.
