Financial Services

Disciplined capital.
African opportunity.

Portfolio construction, wealth advisory and private-market access built around Kenyan and pan-African opportunity — delivered with the rigour you'd expect from a European private bank.

Financial planning documents and analysis

Our philosophy

Build wealth deliberately.

Financial advisory, done well, is boring in the best possible way. It is clarity about what you already own, what you could own, what risks you're carrying without realising — and a written plan that fits your life, not a model portfolio.

We are independent. We do not sell products. Our incentive is alignment with yours: grow your capital, protect it through cycles, keep the paperwork simple enough that you understand every line.

What we offer

Five ways to put capital to work.

Each engagement starts with a conversation about your goals — not with a pitch book.

01.

Portfolio construction

A tailored allocation across Kenyan equities (NSE), East-African fixed income, real-estate exposure and international diversifiers — sized for your horizon.

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02.

Private equity access

Selective exposure to vetted private deals in Kenyan SMEs, East-African growth companies and infrastructure co-investments — minimums apply.

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03.

Fixed income & treasuries

Kenyan government treasuries, infrastructure bonds and corporate paper — structured for income, tax efficiency and currency exposure that fits your plan.

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04.

Wealth & estate planning

Succession planning, trusts, will drafting, cross-border inheritance structuring for diaspora families holding assets in two or more jurisdictions.

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05.

FX & cross-border planning

Currency strategy for recurring transfers, hedging where appropriate, and disciplined timing so the value of what you send home survives the journey.

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Investment principles

Six ideas that quietly shape every recommendation we make.

Short, opinionated and written down — so you can hold us to them.

Understand before you buy

If you cannot explain an investment in a paragraph to a friend, you shouldn't own it. We won't let you.

II.

Cost is the silent killer

Every fee compounds. We keep them visible, negotiated and justified against the value delivered.

III.

Diversify, don't dilute

True diversification is a small number of genuinely different risks — not a long list of similar exposures.

IV.

Liquidity has a price

Private assets can pay a premium — but only if you actually have the horizon. We size your illiquid bucket carefully.

Tax is part of the return

Pre-tax performance is a vanity metric. We plan around Kenyan and foreign tax reality, together.

VI.

Patience is a strategy

Most of our best outcomes for clients have come from doing less, not more. We charge for clarity, not activity.

2018

Advising on capital allocation since

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Dual-base: Switzerland and Kenya

Commission-only products on our shelf

100%

Fiduciary — your interests ahead of ours

The best portfolios look a little boring on a slide and read beautifully on a ten-year statement. Our job is to keep clients from touching them in the middle.

Head of Investments, Agilvest On why process matters more than prediction

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A conversation, not a pitch.

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