Private Wealth Management
Focused exclusively on the needs of high net worth individuals and those of their family, Nabo Private Wealth Management (PWM) commits Nabo Capital’s resources to achieving your goals. As a client of Nabo’s PWM service, you get a dedicated Private Wealth Management Advisor who works closely with you to intimately understand your concerns and aspirations.
Your Advisor will take time to understand your unique requirements. They will then work with you to craft an investment strategy to help you achieve your goals. The strategy is implemented by the investment team at Nabo Capital who have extensive experience in the investment space managing hundreds of millions of dollars in the capital markets.
Our tax team offers tax planning to you PWM, working with your Advisor to optimize your assets to maximize their utility to you. They assist you to minimize your external obligations and allow you to focus on wealth creation.
We work with you to manage transitions within your estate. Our estate planning advisory is geared toward allowing you to take care of your loved ones in the best possible way.
The highest level of attention will always be provided you.
As a capital markets player ourselves, we offer a unique perspective into the complex financial world and provide strategies to meet your needs.
Our specialized services are designed exclusively for wealthy individuals, families and foundations.
As a value added service, our Advisor can also introduce you to our Structured Products team that specializes in as alternative asset classes such as securitisations, real estate and private instruments.
- Minimum investment: Ksh50,000,000
- Return: Fixed