Kampala · East Africa
Wealth, managed with expertise you can trust
Strategic investment and comprehensive financial planning for individuals, families, SACCOs, and institutions across East Africa.
- Trusted credentials
- CFA
- ACCA
- CFA Society East Africa
- Bank of Uganda experience
Who we serve
Trusted by the people and institutions building East Africa
Whether you are growing personal wealth or stewarding the funds of an organisation, we bring the same disciplined, transparent approach to every relationship.
- Individuals
- Families
- SACCOs
- Investment clubs
- Institutions
What we do
Comprehensive wealth management, end to end
Four core services that work together to grow, protect, and pass on your wealth.
Investments Management
Disciplined portfolio management built around your goals, time horizon, and appetite for risk.
ExploreFinancial Planning
A comprehensive plan that connects your investments, taxes, and life goals into one strategy.
ExploreRetirement & Pension Management
Designing and administering pension schemes that deliver secure retirement outcomes.
ExploreEstate & Trust Fund Services
Trust administration and family fund management that protect wealth across generations.
ExploreOur directors
Led by experienced, credentialed professionals
Decades of combined experience across investment management, corporate finance, and the institutions that shape East Africa's economy.
Juliet Akello
Director · Investment & financial analyst
Over 10 years in the financial sector, currently an asset manager in the Reserves Management Division at the Bank of Uganda and a board member of CFA Society East Africa.
- Investment Management
- Strategic Portfolio Allocation
- +8 more
BSc Quantitative Economics — Makerere University · MA Policy Economics — Williams College, USA
View full profile →Joan Nyanzi
Director · Corporate finance & accounting
A strong background in corporate finance and accounting. CEO of Rotarians Uganda SACCO and former Board Treasurer of the URA Staff SACCO.
- Corporate Finance
- Treasury Management
- +17 more
ACCA Member · BCom Finance & Banking — Makerere University
View full profile →Ready to start?
Book a consultation and let's talk about your goals.