Wealth Management
NCBA Investment Bank provides world-class asset management services. We have key experience in structuring bespoke investment solutions to suit your financial status, risk preferences, liquidity needs, and investment horizons.
Some of our offerings include:
- Pension Fund Management
- Bespoke Segregated Portfolios
- Unit Trusts
- Execution Mandates
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 with solutions to address the four critical needs in retirement: Meeting Essential costs, maintaining your lifestyle, preparing for the unexpected and leaving a legacy. All our solutions are in compliance with guidelines issued by the Retirement Benefits Authority.
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.
NCBA Collective Investment Schemes are licensed by the Capital Markets Authority as NCBA Unit Trust Funds. Our unit trusts pool investors’ money into a single fund, which is then channeled into various professionally managed investments.
We offer a platform to invest in short term and long-term investments 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