Building a legacyLet us help you leave a legacy with our
Private Wealth Management solution.

What is Private Wealth Management?

Private Wealth Management is a comprehensive investment solution that provides personalized Portfolio Management Service for clients who would like to diversify their investment portfolios and maximize their overall returns.
What's in it for you?
  • Cash flow management
  • Equities selection & portfolio construction offering sector diversification
  • Fixed Income Management
  • Hard Currency Investments

The features of the private wealth management service include:


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Want to build your wealth?Here's what you need to know about Private Wealth Management.
Investment Asset Class
Short-term Fixed Income Securities
Performance target
Average market rates
Management fees
Performance-based
Risk rating
Client's risk appetite
Minimum investment
UGX350,000,000/ or USD100,000/
Currency
USD, UGX
Investment Asset Class
Short-term Fixed Income Securities
Performance target
Average market rates
Management fees
Performance-based
Risk rating
Client's risk appetite
Minimum investment
UGX350,000,000/ or USD100,000/
Currency
USD, UGX
How does it work?

This service offers active investment management which involves active trading of the underlying securities in response to evolving market dynamics, cash management, and professional portfolio construction. All this is done in consultation with the client whose risk-return profile shapes the investment.

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