A pride outlives any one lion because it protects its young and passes on its ground.
Wealth lasts the same way when it's planned across generations. Private Wealth is how we plan it with you.
Private Wealth
Your family is your pride.
A portfolio built around your family's goals, run by a portfolio manager who knows you by name.
What you get.
A named portfolio manager
One person who knows your family's goals and answers your call.
A portfolio set to you
Fixed income and other approved asset classes, set to your goals and the risk you are comfortable with.
A report every month
Holdings, performance and fees, in plain language.
Reviews when life changes
A sale, a new child, a move abroad: we review the plan with you.
How it starts.
First
A first conversation
At our Westlands office or by video call.
Second
A written plan
Your goals, time frame and limits, agreed before we invest.
Third
Your portfolio
Built and run to that plan.
Fourth
Reports and reviews
Monthly reports, and a review whenever you need one.
Private Wealth starts from Minimum to confirm. Below that, our funds start from KES 1,000.
Plan your family's wealth with us.
Book a private consultation at our Westlands office or by video call. Existing clients can log in to the portal.