Wealth Management
Exclusive banking and investment management for discerning clients. Dedicated private bankers, bespoke portfolios, and preferential rates.
Wealth Management Services
Comprehensive financial solutions designed for individuals, businesses, and institutions.
Private Banking
Wealth ManagementExclusive banking for high-net-worth individuals with KES 10 million+ in assets. Dedicated private banker, bespoke investment advisory, and preferential rates across all products.
FD Rate Premium: +1% above standard
From KES 10,000,000
Managed Portfolio
Wealth ManagementProfessionally managed investment portfolio with a dedicated advisor. Customized asset allocation based on your risk profile, goals, and investment horizon.
Custody Fee: 0.15% p.a.
From KES 5,000,000
Wealth Management FAQs
Find answers to common questions about our services.
What is the minimum asset requirement for Private Banking?
Private Banking clients maintain a minimum of KES 10 million in combined deposits, investments, and assets managed through Omni-Trust Bank.
How does the Managed Portfolio service work?
After a comprehensive risk profiling, our investment team designs a customized portfolio with quarterly rebalancing, monthly reporting, and access to alternative investments.
Can I access international investment opportunities?
Yes, through our global banking partnerships, we offer access to international funds, offshore structured products, and global equity markets for qualifying clients.
Experience Exceptional Banking
Request a private consultation with our wealth management team.