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.

Benefits

Personal service

The highest level of attention will always be provided you.

Insight

As a capital markets player ourselves, we offer a unique perspective into the complex financial world and provide strategies to meet your needs.

 

Focus

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.

Our Terms

  • Minimum investment: Ksh50,000,000
  • Return: Fixed

Our Products and Services

01

PRIVATE WEALTH MANAGEMENT

Focused exclusively on the needs of high net worth individuals and those of their family, Private Wealth Management commits Nabo Capital’s resources to achieving your goals.

02

SEGREGATED FUNDS

We provide professional management of the traditional asset classes such as equity, money markets and fixed income portfolios as well as securitizations, real estate and private instruments.

03

NABO AFRICA MONEY MARKET FUND

This provides capital appreciation over the medium to long term by investing primarily in equity securities priced below the Fund Manager’s assessment of their true value.

04

NABO AFRICA BALANCED FUND

This provides both capital growth and current income resulting in a high total investment return by investing in a well-diversified, balanced portfolio of equities, bonds (fixed income) and money market securities.

05

NABO AFRICA FIXED INCOME FUND

The Nabo Africa Fixed Income Fund provides high stable current income and capital growth over medium to long term. Under this fund, we invest in a diversified range of fixed income securities across sub Saharan Africa.

06

NABO AFRICA EQUITY FUND

The Nabo Africa Equity Fund provides high investment returns and long term capital growth over the long term. Under this fund, we invest in equity securities spread across Sub Saharan Africa.

Why Choose Nabo Capital

We commit to a culture of trust, honesty and reliability, to be outstanding in our service to our customers and accountable to our regulators. We do what is right and not just what is allowed.