Legacy Creation Services
Bespoke Wealth Management
Local And International Equity
High Net Worth Individuals

About Us

Investment One Wealth Management and Trust is a premium service investment management solutions provider, availing bespoke wealth management and legacy creation services to affluent individuals, families and corporate clients. We cater to the unique investment goals of our clients through a combination of specialized bespoke products, services and professional expertise.

What do we do?

Portfolio Creation and Planning

We develop diverse multi-currency investment vehicles for our clients with the principle of safety before profits.

Wealth Management

We manage wealth creation and financial assets, through market insight and an array of investment solutions.

Wealth Transfer​

We manage wealth creation and financial assets, through market insight and an array of investment solutions.

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“At investment One Wealth Management, we understand that our job plays a vital role in the financial well-being of our clients…… We provide investment and advisory services to High net-worth clients locally and internationally, regarding all financial, legacy and wealth transfer decisions which affect the individuals, their spouses and their children.”

Chinwe Iwobi , Wealth Management.

Our Clients

High Net worth Individuals

We carter to the financial needs of high net-worth individuals capable of making sizeable investments and look to ensure the optimum protection of their assets.

Affluent Families

We plan the financial and investment future of affluent families, ensuring that the wealth created in the first generations is successfully transferred to the coming generations, creating opportunities for growth of the total family income.

Corporate clients

Our services extend to both profit and non-profit organisations and their cooperatives. We provide investment management, education and sector research reports for the companies we manage.

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Ella Perez

Nutrition Expert, Food Villa

“We understand that no two clients are the same, so we tailor make our products and services, based on a flexible framework, to meet the needs of our clients”

Tayo Opeodu, Wealth Management.

Our Services

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Investment Management

We go beyond the ordinary to identify viable investments solutions in local and international markets, which meet the financial objectives of our Wealth Management…

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Trust Services​

Every person of substantial means desires to transfer assets to beneficiaries without rancour. The efficient way is to create a living Trust. Investment One can…

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Client Advisory​

In today’s market, investors seek credible advice from financial houses for various reasons. Our Client Advisory service centres around a team of progressive…

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Portfolio Services​

This service extends to those clients who, because of time constraints, rely fully on our competence for the management of their portfolios. We offer non-discretionary management

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Nominee Account Services​

We offer this services to high profile clients who prefer their investments held in trust through our Nominee Account services. The utmost discretion on your account is emphasised using this service. 

“The duty of the trustee is to hold third party assets in trust and render professional management of said assets during the lifetime of the trust, ensuring equitable distribution of trust assets, as stipulated by the trust deed, as at when due”

Ifeoma Uba- Onubogbu, Head, Trust Services.

Our Products

Short and Medium Term depository Notes​​

We have developed an array of depository notes in both Nigerian Naira and US Dollars. These notes have tenures of either 182 days, 364 days or 728 days, offering periodic payments of returns while ensuring your principal is returned to the account holder at maturity

Purchase of Government Securities

We process the purchase of select government securities ranging from federal and state bonds, treasury bills and select debenture notes that are issued by the government

Eurobonds

We facilitate the purchase of sovereign and private Eurobonds.

Foreign Currency Investments

We have developed products which carter to the needs of clients seeking alternative investments in foreign currencies. 

The Investment One Difference

Quote: “Valued relationships are part of our nature, we are your Partner!”

There is a reason why Clients trust us to manage their wealth; having earned our stripes in providing the following;

A holistic approach to managing your wealth

  • This begins with identifying your financial plans, aspirations and earning your trust; we take pride in getting to know you
  • With a deep understanding of the links between your personal and professional lives, Investment One offers expertise across a range of sophisticated financial solutions.

Personalized service designed to meet your unique

  • You have a personal team consisting of our product specialists who provide technical insights as well as professionals who draw up your individual plan and coordinates the services we offer to those who manage your day-to-day investments.

Innovative ways to proffering financial solutions​

  • We have a dynamic heritage where a tradition of innovation is the cornerstone. This DNA makes it possible to look into the future and develop solutions to meet your needs as markets and lifestyles change.

We offer control, clarity and measurement in relation to your financial goals.