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Wealth Management

We have key experience in structuring bespoke investment solutions to suit your financial status, risk preferences, liquidity needs, and investment horizons.

Execution Mandate

We offer a platform to invest in short term and long-term investments under custody. 

This allows you to retain decision-making control over the investment and the specific securities in your portfolios while outsourcing the administrative processes.

We offer execution mandates in the below:

  • Fixed deposits with over 15 pre-qualified financial institutions in our counterparty panels.
  • Treasury Bills and Treasury Bonds
  • Listed shares
  • Eurobonds
  • Structured products

Monthly Insights August 2023

Investment in short term government securities delivered the strongest returns to investors, outperforming returns from Nairobi Securities Exchange listed equities.