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The Formatic Asset Management Limited

About The Formatic

A broader perspective.A personal focus.

The Formatic Asset Management Limited was established to build a modern and trusted asset management firm that makes investing more accessible, transparent and rewarding for Individuals and Institutions.
We combine professional investment expertise, exceptional client service and technology to support our client’s financial goals.

Illustrative scene of professionals discussing financial information.

Perspective begins
with understanding.

Goals. Context. Possibilities.

Who we are

Financial assets.Human ambitions.

The Formatic Asset Management Limited

Our focus is helping individuals and institutions preserve and grow their wealth through professionally managed investment solutions.

We provide investment & portfolio management, Treasury & Liquidity management, and investment advisory services tailored to each client’s objectives and Risk.

Our vision & mission

Our direction.
Our commitment.

Our vision

To be a trusted investment management firm, recognized for service excellence, integrity and consistent performance.

Our mission

To preserve and grow our clients’ wealth through disciplined investment management, strong governance and a commitment to delivering on their financial objectives.

The Formatic Asset Management Limited

Our Core Values

The Formatic Asset Management Limited is built around four core principles: Trusted Partnership, Performance, Innovation and Client-Centricity. These principles guide how we invest, serve our clients and work with our colleagues and partners.

Trusted Partnership

We recognise the responsibility that comes with managing our clients’ capital. We seek to earn and sustain their trust through integrity, transparency and accountability. Across our teams and the wider capital market, we value diverse perspectives, collaboration and shared professional standards.

Performance

We pursue meaningful results through disciplined investment decisions, rigorous analysis and a considered approach to risk. Our focus is on delivering long-term value aligned with our clients’ objectives.

Innovation

We embrace new ideas and technology to improve how clients access and experience investment management. By continually refining our processes and solutions, we aim to make investing more convenient, transparent and accessible.

Client-Centricity

We start by listening. Understanding each client’s objectives, circumstances and evolving needs allows us to provide thoughtful advice and responsive service. We look beyond individual accounts to build lasting relationships, supporting our clients throughout their investment journey.

Our approach

Good questions.Considered decisions.

An investment conversation is about more than a product. It is also about your purpose, your circumstances and the choices ahead.

  1. Purpose

    Begin with your priorities.

    What are you working towards? Your goals and the time you have in mind give the investment conversation its starting point.

  2. Perspective

    Put risk in context.

    Investment decisions involve uncertainty. A useful discussion considers your objectives, circumstances and ability to bear risk alongside the possibilities.

  3. Clarity

    Make room for questions.

    Clear explanations help you understand what is being discussed. There should be room to explore how an investment works, its risks and what it may mean for your needs.

Our people

Our board.
Our leadership.

Nnebogo Kasiemobi Uwaifo

Managing Director

Henry Tobin-West

Non-Executive Director

Nwi Nwi Brightins Lenu

Non-Executive Director

Dr Samson Ogege

Independent Director

Alice Amina Uwodi-Okpei

Non-Executive Director

The Formatic · Leadership profile

Let’s begin with you

Your priorities.Our starting point.

Tell us what you are working towards. Let’s explore how our investment management and advisory services may fit your financial needs.

Start a conversation Explore our solutions