Business Objectives

One of the major reasons for the low number of people investing in Nigeria’s investment space is the lack of adequate knowledge on investment which makes Nigerians shy away from investment. We will embark on sensitization and providing educational content to reduce the knowledge gaps.

Our goal is to improve the trust between the retail investors and fund managers by ensuring utmost transparency in the use of investment funds to investors. We will also achieve this by ensuring the security of investors fund is our top priority.

We will employ a portfolio approach to investment where investors will have the option of either investing in a single asset class or in a portfolio of different asset classes which will provide diversification benefit to investors

We want to change the narrative of Investments in Nigeria by building Trust partnerships and delivering on our promises. The Rich-Oak brand values Integrity, Customer Obsession, Transparency, Innovation and professionalism which we intend to communicate and emphasize in our service delivery. We want to lead and inspire Nigerians to achieve their financial goals, build long term financial growth and enjoy wealth preservation.

Our Vision:

To be Africa’s Most Reliable Financial Partner

Our Mission:

Breaking barriers to be Africas biggest financial partner in asset base through professionalism, innovation and providing premium value for our customers

Our Values:

Transparency, Innovation, Customer Obsession, Professionalism and Integrity.

Advisory Directors’ Profile

Fagbemi Omoniyi

(Chairman)

Omoniyi Ezekiel Fagbemi holds the position of Director, Revenue & Investment at Office of The Accountant General of The Federation and Director, Revenue & Investment at Nigeria Federal Ministry of Finance. He is also Member of National Institute for Policy & Strategic Studies and Associate Member at Chartered Institute of Taxation of Nigeria.

Omoniyi Ezekiel Fagbemi holds the position of Director, Revenue & Investment at Office of The Accountant General of The Federation and Director,

Dr. Otive Igbuzor

Dr. Otive Igbuzor is a Pharmacist, Human Rights Activist, Policy Analyst, Development Expert, and an author who has won the admiration of readers worldwide. His books have been instrumental to building a new breed of leaders capable of advancing Africa out of the woods of socio-economic and political decadence.

Dr. Otive Igbuzor is a Pharmacist, Human Rights Activist, Policy Analyst, Development Expert, and an author who has won the admiration of readers worldwide. His books have been instrumental to building a new breed of leaders capable of advancing Africa out of the woods of socio-economic and political decadence.

Pius Ukwah

(ACA, MBA)

Pius is a professional with great competence in financial administration, accounting, financial control, financial reporting, investment operations and financial management in both the private and public sector of Nigeria. He is Chartered Accountant with great flair in business advisory, consultancy and assurance service.

Pius is a professional with great competence in financial administration, accounting, financial control, financial reporting, investment operations and financial management in both the private and public sector of Nigeria. He is Chartered Accountant with great flair in business advisory, consultancy and assurance service.

Executive Directors

Williams Olatunbosun

CEO

Williams is an accomplished business-oriented professional with a broad range of experience cutting across investment, Treasury, Personal Finance, business development, disruptive technology, financial services, and the Information Technology. He is a member of the institute of chartered accountant of Nigeria.

Williams is an accomplished business-oriented professional with a broad range of experience cutting across investment, Treasury, Personal Finance, business development, disruptive technology, financial services, and the Information Technology.

Oluwatosin Idu-Okojokwu

ICSA,PMP (Executive Director, Compliance)

Tosin is a chartered secretary with double affiliation in UK and Nigeria and a member of the project management institute (PMI) with over 12 years of work experience spanning across banking, private investments, finance, and social protection. In her oversight role at Rich-Oak Life Initiative.

Tosin is a chartered secretary with double affiliation in UK and Nigeria and a member of the project management institute (PMI) with over 12 years of work experience spanning across banking, private investments, finance, and social protection. In her oversight role at Rich-Oak Life Initiative.

Management Team

Chukwudi Joseph

( Chief Finance Officer)

Chukwudi is an experienced finance professional. . He has over 5 years cognate experience as a Corporate and Investment Banker with Access bank Plc. His experience covers Private Banking, Public Sector, Commercial Banking and Corporate Finance. Prior to joining Rich-Oak Investment and Business Advisory Services Limited...

Chukwudi is an experienced finance professional. He has over 5years cognate experience as a Corporate and Investment Banker. His experience covers Private Banking, Public Sector, Commercial Banking and Corporate Finance. Prior to joining Rich-Oak Investment and Business Advisory Services Limited.

Olusogo Daramola

(Chief Risk Officer)

Olusogo is an experienced risk analyst. He has over 5 years of experience in commercial, corporate and investment banking with Access bank Plc. Olusogo is a professional credit risk analyst with interest in Fintech and digital transformation.

Olusogo is an experienced risk analyst. He has over 5 years of experience in commercial, corporate and investment banking.

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