Opeyemi Oduwole

Opeyemi is currently an Associate Director & Head of our Family Office & Private Clients unit of KPMG in Nigeria.  With over 17 years of experience in multi-jurisdictional Private Wealth management, before this role Opeyemi has served in corporate and investment banking, leading Investment banking sales and prior to that led two countrywide private banking businesses, served as a regional head across multiple cadres of Private wealth ranging from executive level clients through High Net-worth Individuals to Ultra High Net-worth Individuals with  accumulated experience in Customer Experience, Portfolio Risk Management  Wealth Management, Business Strategy and multi-generation wealth management for Ultra High Net-worth Clients across multiple  jurisdictions. 

REPRESENTATIVE EXPERIENCE

Some of her notable contributions include:

Opeyemi is a Certified Financial Analyst with many years of experience in working with Ultra High Net-worth Individuals in wealth creation, management and transitioning. She has extensive knowledge in providing services and support for estate planning, asset management, portfolio return optimisation, risk management, migration support and trust services across multiple jurisdictions.

Opeyemi has worked across multiple businesses including private wealth, corporate and investment banking and asset management.  She worked in established private wealth business, moved to managing a private wealth business in accelerated growth phase and built Start-up businesses both in private wealth and Institutional Banking sales before moving to her current role in KPMG managing Family Businesses, Family Offices & Private Client.

Over the years, Opeyemi has managed multiple Ultra High Net-worth and High Net-worth families on maximisation of family investment portfolios including management of wasting assets, redeployment of family resources, risk management with regards to asset allocation and alignment with the family’s short, medium and long-term goals, estate planning, evaluation of global investment strategies and consolidated global reporting and general Investment management strategies.

In her role as The Head of Institutional Sales, she worked with asset management firms, pension firms and several corporates in optimising their asset portfolios in line with their strategic intents.

As a (STEP) certified advisor on Family Businesses, Opeyemi sits with families to create long term strategies on succession planning, strategic pivoting and strategizing of existing family businesses, merger & acquisitions or business sale, next gen preparation for leadership and change management for family consortiums during transition.

As a Family Office advisor, Opeyemi has worked on setting up family offices, optimizing existing family offices – including but not limited to benchmarking against best practice, review of existing operating models, set up of required staffing and technology, development of multi-generational family office structure, building family constitutions, managing ad-hoc family offices, setting and managing family council meetings and family communication. 

Opeyemi has also assisted in the set-up of structured philanthropic and impact investing strategies which cut across multiple locations and jurisdictions including the development of strategies to build the next generation into the philanthropic values of the family.

Opeyemi has over the years facilitated many family trainings on wealth and wealth growth, speaking on multiple platforms about the complexities of family businesses and next generation transitioning and how to keep and pivot African family businesses for multiple generations.

Countries of Experience

Nigeria, South Africa, United States of America,  United Kingdom, Mauritius, Jersey.