Head, Corporate Finance and Research
Wilfred has 10 years of experience in investment banking spanning corporate finance, research, advisory, and stock brokerage. He was a Transaction Leader in the Merger of Dannex Limited, Ayrton Drug Manufacturing Limited, and Starwin Products Limited, and the Listing of DASPharma PLC on the Ghana Stock Exchange.
He is currently responsible for deals advisory, capital raising across several sectors, M&As, market research, economic analysis, forecasting, and financial due diligence preceding investment decision-making of the Firm.
Wilfred created the UMB 10 Index, which is a stock market index that tracks the performance of ten (10) listed equities, and has also authored numerous economic reviews, publications, and insights, as well as equity research reports for decision-making by investors
He joined UMB Investment Holdings Limited as a Senior Corporate Finance and Research Analyst, after serving as Equity Trades Settlements Officer and subsequently as a Research Analyst both at UMB Stockbrokers. He won the Research Analyst of the Year and the Most Promising and Impressive Young Investment Professional of the Year in the 2017 Ghana Investment Awards. He also won the Research House of the Year for UMB Stockbrokers in the same year.
Wilfred previously held the role of Lecturer and Resource Person at the Chartered Institute of Bankers (Ghana) from 2015 to 2020, where he trained banking professionals and students in several banking and finance disciplines, and later became a Bankers’ Workbook Development Consultant at the Institute.
He also worked as a Program Consultant on the United Kingdom Trade Partnerships Programme, funded by UKaid and implemented by the International Trade Centre’s Alliances for Action (A4A) which aimed to increase trade from Ghana to the United Kingdom and the European Union while maximizing employment opportunities along various value chains.
He is a Chartered Banker and an associate member of the Chartered Institute of Bankers (Ghana), where he won several awards during his student days. He holds a Master of Science degree in Economics from Kwame Nkrumah University of Science and Technology, a Bachelor of Arts degree in Political Science from the University of Ghana, as well as the Ghana Stock Exchange (GSE) Securities Industry Certificate.
Wilfred also has advanced certificates in Macroeconomic Diagnostics from the International Monetary Fund (IMF), Unlocking Investments and Finance in Emerging Markets and Developing Economies, as well as Infrastructure, Public-Private Partnerships, and Fiscal Management, both from the World Bank. Additional certifications he holds include Environmental Flows in Hydropower Projects, Disaster Risk Financing, and Financial Risk Management Products, all from the World Bank.