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Investment Solutions

Our investment solutions are well suited to match and meet your growing needs. There is never a single solution to the investment question, but we are your single answer to all that you ask. Take advantage of our wide range of investment solutions, Fixed Deposits, Call deposits and various wealth management from NCBA Investment Bank,

Our investment solutions are well suited to match and meet your growing needs. There is never a single solution to the investment question, but we are your single answer to all that you ask. Take advantage of our wide range of investment solutions, Fixed Deposits, Call deposits and various wealth management from NCBA Investment Bank, outlined below.

Wealth Management

NCBA Investment Bank provides world-class asset management services. We have experience in structuring investment solutions to suit your financial status, risk preferences, liquidity needs, and investment horizons.
Some of our offerings include:

  • NCBA Unit Trusts Funds

NCBA Unit Trust Funds are licensed by the Capital Markets Authority. The unit trusts funds pool investors’ money into a single fund, which is then channeled into various professionally managed investment vehicles. Under our stable, we have an NCBA Money Market Fund, NCBA Equity Fund and NCBA Dollar Investment Fund. The Money Market Fund and the Equity Funds are accessed for as low as KES. 5,000, while the Dollar Investment Fund has a minimum investment of USD 100.

  • Investments towards retirement.

We’re here to help you build confidence in your financial future after retirement.

NCBA Investment Bank manages your funds to ensure an optimal return on investments over the long term, providing you a solution to address the four critical needs in retirement: Meeting Essential living expenses; maintaining your lifestyle; preparing for the unexpected and leaving a legacy. We offer a personal pension plan (NCBA Individual Pension Plan), an Income Drawdown Fund (NCBA Income Drawdown Fund), which are regulated by the Retirement Benefits Authority.

Personal pension plan allows access for as low as KES. 2,000 per month while the Income drawdown fund is accessible at a minimum of KES. 500,000.

  • Bespoke Segregated Portfolios

We structure and manage investment portfolios specifically tailored to your unique investment objectives, reflecting your risk tolerance, time horizons, liquidity needs, and tax attributes. This solution provides access to both private and public, on-shore and off-shore investment instruments and unique opportunities through professionally structured and managed bespoke portfolios.

  • Execution Mandates

We offer a platform to invest in short term and long-term investments including Treasury Bills, Treasury Bonds, Eurobonds, Listed stocks, offshore investments etc. under custody. This allows you to retain decision-making control over the investment and the specific securities in your portfolios while outsourcing the administrative processes.