We craft a bespoke strategy that unifies your financial goals, risk tolerance, liquidity needs, and current asset holdings under one financial umbrella.
You can choose between three investment mandates including execution only mandate, discretionary mandate or execution and discretionary.
These mandates give you the flexibility to be fully engaged in your investment decisions or to leave them in the hands of our seasoned experts.
Regular reviews adjustments and reporting ensure that you stay informed and on track financially.
Key Features
- Asset Consolidation: Your diverse assets are managed and streamlined for optimized returns.
- Personalized Service: Bespoke investment strategy tailored precisely to your unique needs, risk tolerance, financial goals, liquidity needs, and investment timeframe.
- Professional Expertise: A dedicated team of seasoned professionals professionally manage your investments
- Diversification: By diversifying across different asset classes, your consolidated portfolio strikes the perfect balance between risk and potential returns.
- Time-Efficient: Reclaim valuable time by entrusting us with your investments
- Transparency: Enjoy full transparency with comprehensive reports outlining your portfolio’s performance.
- A minimum investment of KES 10 Million to access the exclusive world of private management.
Our Ideal Investor
- High Net Worth Individuals (HNWIs) with substantial investable assets and diverse holdings.
- Busy Professionals with significant wealth but limited time to manage their investments.
- Retirees looking to preserve their capital while generating reliable income streams to enjoy a worry-free retirement.
- Institutional investors such as pension funds, endowments, insurance companies, and foundations with intricate portfolios management needs.
- Trusts and charities seeking professional managed investment long term.
- Individuals seeking to consolidate their diverse investments into one comprehensive and high-performing portfolio.
