FHC highlights bespoke portfolio management in brand refresh

As FHC Investments Limited embarks on a strategic brand refresh , the company is placing a renewed emphasis on personalised service, bespoke portfolio management, technology integration, and global competitiveness.

Leading this transformation is general manager Omoi Green, a seasoned financial services professional with over 22 years of experience in banking and finance, including key leadership roles at NCB Capital Markets, Proven Wealth, and Sagicor Bank.

With Jamaica’s investment and wealth management landscape evolving rapidly, Green is determined to differentiate FHC Investments from its competitors by focusing on five key strategic areas.

Green believes that accessibility is a game-changer in the financial sector. Recalling his early days in Montego Bay’s competitive market, he noted that many clients struggled to reach their advisors.

“I observed what everybody else was doing, and what I realised is that when you try to reach an advisor, you can’t get them, and they don’t return your call,” Green explained. “So I made sure I was accessible. When clients call, they get me. If I miss their call, I return it promptly. If they send a WhatsApp message at 10 p.m. and I’m awake, I respond. That kind of accessibility builds confidence, especially for overseas clients who can’t just walk into our office.”

This high-touch client engagement model has already proven effective, with clients responding positively to the personalised attention and trust-based relationships that FHC Investments is fostering.

Unlike traditional investment firms that often rely on one-size-fits-all solutions, FHC Investments is dedicated to crafting bespoke portfolios that align with each client’s unique financial goals, risk appetite, and family dynamics.

“We don’t just sell investments; we create tailored strategies,” Green emphasized. “Markets change, and investments need to be actively monitored. We engage our clients, providing timely advice on when to move or hold positions to optimise their portfolios.”

This proactive approach to investment management ensures that clients are not left behind as market conditions shift, reinforcing FHC Investments’ commitment to long-term financial success.

Recognising that digital integration is the future of wealth management, FHC Investments will look to leverage AI-driven tools to create seamless, tech-enabled experiences for clients.

“Wealth management cannot afford to be left behind in this digital age. We are working towards systems where clients can interact with their portfolios anytime, request services, and get real-time support, just as if they were speaking to a live advisor,” Green revealed.

By incorporating intelligent portfolio monitoring, automated financial guidance, and user-friendly digital platforms, FHC Investments is positioning itself as a leader in modern investment management.

Green acknowledged that in today’s globalized financial environment, FHC Investments is not just competing locally, but internationally.

“We don’t just benchmark ourselves against local firms; we compare with the best globally. That is where the standard is now,” he asserted.

This mindset is driving the company’s commitment to service excellence, product innovation, and investment in world-class financial expertise.

Green’s leadership style is deeply rooted in transformation and impact. With a bachelor of science degree in economics and management studies and an MBA in banking and finance from the University of the West Indies, his expertise spans wealth management, retail banking, and corporate finance.

Beyond the boardroom, Green is actively involved in community development, serving as Fundraising Chair of the Rotary Club of Montego Bay, a former Director of Naz Children Centre, and a member of the Moorlands Development Company Restructuring Committee.

As FHC Investments redefines its approach to client service, investment solutions, and pension planning, Green is confident that the firm is on a trajectory of growth and leadership in the financial sector.

“We are not just managing wealth—we are shaping financial legacies. Our goal is to help our clients build something lasting, something that benefits not just them but future generations. That’s what FHC Investments is all about,” Green affirmed.