Private Wealth Management (PWM) is our tailor-made investment solution geared towards meeting your specific investment goals and needs as a high net worth individual. We help you to effectively preserve and grow your wealth. We also offer this service for Trusts, foundations and institutions.
One of the advantages of investing in our Private Wealth Management solution, is is that over and above the highly personalized service, you also enjoy preferential rates due to the minimum investment amount of KES 5 Million.
As a Private Wealth Management client, you have the option to invest in a single asset class or in a balanced (or mixed) portfolio of assets. You have access to a diversified portfolio from the investment solutions such as: Money Market Portfolio, Fixed Income Portfolio, Balanced portfolio, Alternative Assets, Bonds.
If you would like to talk to us in person, you can call us on +254 719 071 999 or book a call.
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You are at liberty to adjust your portfolio and invest between different investment vehicles depending on your needs and goals.
Withholding Tax is deducted from your interest and dividends. If you are a tax exempt client, you will need to attach your tax exemption certificate with your application. Tax exemption can be extended to certain charitable institutions and non-governmental (not for profit) organizations.
The minimum amount for this service is KES 5 Million.
We charge an annual management fee of up to 1% for your initial investment amount above KES 50 Million; 1.2% for your initial investment amount above KES 10 Million to 50 Million; and up to 1.5% for investments between KES 5 Million and KES 9.9 Million. This is inclusive of the custodian fee of 0.2%
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Understanding Your Goals: We begin the process with an in-depth dialogue for us to unravel your investment horizon, liquidity needs, risk tolerance, constraints, concerns and overall investment objectives.
Development of Your Investment Policy Proposal: Following our discussion where we understand your goals, our highly qualified team of research analysts and portfolio managers present you with a proposal on how to best invest your money to meet your objectives.
Portfolio Rebalancing and Reporting: We then proactively source for the best assets, invest and manage your portfolio while monitoring the best risk return position for your specific client objectives. Through this process, we also adjust your initial investment policy depending on market factors.
Custody of Securities: All the assets purchased on your behalf are safely held in what is called a Nominee Safe Custody Account. This is a legal framework that secures your funds as they are held independently from our own ICEA LION balance sheet. This means, in the unfortunate event the organization goes under, your funds are still safely held with the custodian bank. Our current custodian bank is NCBA Bank.
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If you would like to talk to us in person, you can call us on +254 719 071 999 or request a call back by clicking here.