Ola Belgore ACIArb, ACS, MSCI

Ola Belgore ACIArb, ACS, MSCI

Managing Director/CEO

About

I have varied experience in business development, stock broking, asset management and portfolio advisory. I started my working career with TRW stockbroker Limited in 2003 from where I moved to Meristem Securities Limited in December, 2006. I am a Chartered Wealth Manager (CWM) and a member of American Academy of Financial Management (AAFM) & Nigeria Institute of Management (Chartered) NIM. My first degree was in Microbiology from the University of Lagos while I have an MBA in International business from the prestigious Lincoln University, Oakland, California, USA. I have attended several training programs including the Jeff & O'Brien training on Investment and Portfolio Management. AFRIDEG Risk Management Program and Strategic Marketing Management at Lagos Business School I was the pioneer Head of Wealth Management Department at Meristem Wealth Management Limited since August 2008 when I was seconded (with two other colleagues) from Meristem Securities Limited to help set up the company. My redevelopment as coordinator of Meristem Business Associates in August 2012 was in preparation for the new responsibility of coordination, integrating the business development drive of the four companies in the Meristem Group. Specialties: Marketing. Interpersonal relations Training and negotiation Business development. Social and business networking..

Country

Nigeria

City

Eti Osa

Industry

Investment Management

Skill

International Arbitration, Mediation, Conflict Resolution, Marketing, Portfolio Management, Investments, Asset Managment, Wealth Management, Negotiation, Securities, Financial Advisory, Equities, Strategic Financial Planning, Fixed Income, Investment Banking, Banking, Investment Management, Valuation, Risk Management, Mutual Funds

Experience

Utica Capital Limited

Managing Director/CEO

Utica Capital Limited

2020-10 - Present · 6 yrs

Lagos, Nigeria

Afrinvest Asset Management Limited

Portfolio Manager

Afrinvest Asset Management Limited

2014-5 - 2020-9 · 6 yrs 5 mos

27, Gerrard Road, Ikoyi

Oversee the general management of the asset management unit.

Afrinvest Asset Management Limited

Managing Director

Afrinvest Asset Management Limited

2014-5 - 2020-9 · 6 yrs 5 mos

27, Gerrard Road, Ikoyi, Lagos

Supervise the day to day activities of the company. Ensure service quality is maintained. Relate with regulators Report to the board.

Meristem Securities Limited

Group Head, Business Development

Meristem Securities Limited

2013-1 - 2014-4 · 1 yr 4 mos

Ikoyi, Lagos, Nigeria

Coordination and integration of business development functions for: Meristem Securities Limited - stockbroking and corporate finance services. Meristem Wealth Management Ltd - Asset management, financial and investment advisory services. Meristem Registrars Ltd - share registry services for both public and private companies, bonds and funds. Meristem Trustees Ltd - Private trust, staff gratuities, endowment services etc.

Meristem Securities Limited

Coordinator, Meristem Business Associates

Meristem Securities Limited

2012-8 - 2013-1 · 6 mos

Ikoyi, Lagos

Oversee business development drive for all the 4 (+1) companies under the Meristem Group. Liaise with all agents and business associates of Meristem.

Tickle

CRO

Tickle

2012 - 2013 · 1 yr
Meristem Wealth Management Limited

Head, Wealth Management

Meristem Wealth Management Limited

2008-8 - 2012-8 · 4 yrs 1 mo

Wealth management is a comprehensive financial solution for High Net-Worth Individuals (HNWI). It involves the management of the overall financial resources of HNWIs and their families for the purpose of helping them achieve their life goals of wealth preservation, wealth growth and enhancement as well as the smooth transfer of this wealth to their loved ones.

Meristem Securities Limited

Investment Advisor/Client Relationship Officer

Meristem Securities Limited

2006 - 2008 · 2 yrs

Client sourcing and relationship management Financial advisory Investment management

TRW Stockbrokers Limited

Client Relationship Officer

TRW Stockbrokers Limited

2003-9 - 2006-12 · 3 yrs 4 mos

Investment management. Financial advisory. client relationship management

Education

Lincoln University (Oakland, CA)

Lincoln University (Oakland, CA)

LinkedIn

International Management

2009 - 2010 · 1 yr

Masters in international business

University of Lagos

University of Lagos

LinkedIn

Microbiology

1999 - 2003 · 4 yrs

Microbiology

Ola Belgore ACIArb, ACS, MSCI's Contact Information

Email

******@***.com

Phone

(**) *** ****

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