Investment Advisory Services

We play an important supporting role, providing you with expertise, advice, and guidance that helps one make decisions, through sharing your investment ideas with our investment professionals

Our clients

Driving technology for leading brands

We make and provide investment recommendations or conducts securities analysis in return for a fee, whether through direct management of client assets or via written publications.

One reaps the benefits of personalized services, geared towards investment objectives, risk threshold, and expectations on projected returns.

As a client actively interested in financial markets, you benefit most from custom-tailored investment support so that you can act decisively. Through our Investment Advisory services, you’ll receive input according to your investment objective and risk profile, as well as regular updates on the performance of your portfolio.

Our Investment Advisory Services

Overview Of Investment Advisory

Even when we are not instructed to make investment decisions on your behalf, we can provide guidance to help you develop an asset allocation strategy and investment guidelines. With our comprehensive, consultative approach, we develop an awareness of your financial circumstances and tailor an approach to your needs

Our Resources To Help You Invest

We give you access to a range of tools that help you make investment decisions; Research providing insights into the local, and global economic and market dynamics affecting investment decisions. Giving you diverse views on asset classes, and sectors in local markets around the world – designed to help you select investment opportunities presentations of tactical trade ideas to help you take advantage of short-term market opportunities.

Fixed-Income And Equities

Our asset class specialists advise on fixed-income, and equity recommendations in line with high conviction investment themes, in both emerging and developed markets.

Tailored Asset-Allocation Strategies

We believe that asset allocation is an important part of a successful investment strategy. Asset allocation considers the entire investment profile, and aligns with specific needs, goals, time horizon, risk, and reward expectations. Our Investment Advisers will help you get your asset allocation right.

Tactical Trade Ideas

With long term investment strategies in place, One needs to consider taking advantage of short term, tactical opportunities that fit ones strategy. Our Global Investment Arm pools together investment specialists who identify new trends, and provide a long term view of the market structure. As market dynamics evolve, a particular investment theme, asset, class or geographical region can be adapted which sets a new trend, of which others can follow.

Emerging Markets

We help you navigate the often complex markets where reliable financial research may be less readily available compared with traditional investment markets.

Request a callback

If you have any questions about our services, products or would like a FREE consultation, please leave your contact below and we will contact you in less than 24 hrs.

+254 202 305 051 (KENYA)

+256 414 665 846 (UGANDA)


Open from 9:00 – 17:00 local time