Wealth Management Product & Services
This is a premier solution that provides access to both private and public, on-shore and off-shore investment instruments and unique opportunities through professionally structured and bespoke segregated portfolios. Minimum Investment is USD 1 Million
This is a customized investment solution offered specifically to CBA’s Private Banking Clients across East Africa. It provides access to both listed equity and debt investment instruments through professionally structured and tailor-made investment portfolios. Minimum Investment Amount: KES 10 Million. The product comes in a choice of 3 portfolios address different risk-return profiles
CBA Unit Trusts
This is a retail investment solution in the form of CBA Equity Fund and CBA Money Fund. Minimum of KES 5,000.
CBA Dollar Investment Fund (CBA-DIF)
This is a unique investment solution offering both a competitive return and capital protection to both individuals and corporates willing to make consistent and periodic investments in a collective pool. Minimum monthly investment amount is USD 500 and minimum investment period is 12 months. The Fund’s guaranteed return is 2% p.a.
Investment Advisory Services
This is includes all or part o the following services to relevant institutions; Investment policy drafting and revision, periodical portfolio performance reviews & measurement, counter-parties reviews and selection, screening of unique investment opportunities, portfolio restructuring to meet specific objectives and offshore tax efficient investment vehicles or Trust set-up and registration.
To find out more please contact us on firstname.lastname@example.org or +254 20 2884770