What’s your plan for growing and protecting your wealth? Whether planning for the next big move or simply looking to grow what you have already built, our Private Wealth Management service is designed just for you. With a minimum investment of KES 5 million, we give you access to expert guidance, a flexible investment strategy, and preferential rates tailored to your needs.

Personalised guidance
We build around your goals, risk tolerance and timeline.

Diverse Portfolio Options
Choose a single asset or diversify across money markets, fixed income, bonds, and more.

We Manage & Adjust Along the Way
Markets change, so we regularly review your portfolio to keep it on track, adjusting when needed to make the most of your investment.

Safe & Secure
Your assets are securely held in a separate custody account with NCBA Bank, fully protected, even in worst-case scenarios.

Transparent fees
Annual management fees range from 1%–1.5% depending on your investment size.

A filled and signed PWM agreement
Copy of your ID or passport & KRA PIN
A recent bank statement (or proof of banking)
For corporates: Registration docs, corporate PIN & tax exemption certificate (if any)
Proof of your initial transfer to our investment account