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Turning Investments into Success Stories.

Our goal is to facilitate more people achieve financial security. We take the initiative to ensure our clients have a more equitable and financially secure future.

Our Regulators
We are Fund Managers licensed and regulated by The Capital Markets Authority (CMA) and the Retirement Benefits Authority (RBA) providing investment management services.
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Our Partners
Our Target Clients

Professional Investment Solutions for Individuals & Institutions.

HIgh-Net Worth Investors

HIgh-Net Worth Investors

Clients able to raise initial investment capital of at least KES 5M (or its USD equivalent) and who are seeking bespoke investment solutions.
Retail Clients

Retail Clients

Clients seeking to pool funds within one or more Collective Investment Schemes.
Institutions

Institutions

Tailor-made products for both local and international institutions, e.g. Pensions, Saccos, Insurance Companies, Corporates etc.
ABOUT US

We Are Focused On Value Addition

Our goal is to facilitate more people achieve financial security. We are taking initiatives to ensure that our clients have a more equitable and financially secure future.
There isn't a single, general strategy for investment policy. At Globetec, we see it as more about making research, data, and insights available to all of our investors and clients, as well as collaborating with the investment team to find potential process enhancements for all investment-related activities.
Globetec Asset Managers. Licensed and Regulated by Capital Markets Authority.

Ready to achieve your financial goals?
Let us help you!

KES Assets Under Management
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Investors
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Partners
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Investment Process

Process of Investing with us.

01

Client Investment Policy Statement

02

Develop House View

03

Invest client funds in line with IPS and House View

04

Weekly review and balancing

05

Periodic reporting to clients

01

Client Investment Policy Statement

02

Develop House View

03

Invest client funds in line with IPS and House View

04

Weekly review and balancing

05

Periodic reporting to clients
Our Team

40+ Years Combined Experience

Our Investment Team

40+ Years Combined Experience

Chief Executive Officer
Jonathan Wakahe, CFA
Jonathan Wakahe, CFA
Open
Executive Director Strategy and Business Development
FA Steve Nchoe
FA Steve Nchoe
Open
Senior Portfolio Manager
FA Sylvia Warugongo
FA Sylvia Warugongo
Open
Investment Dealer
Chris Thuku
Chris Thuku
Open
Research Analyst
Maurice Mukenyi, ACSI
Maurice Mukenyi, ACSI
Open
Our Team

40+ Years Combined Experience

Jonathan Wakahe, CFA
Chief Executive Officer

Jonathan Wakahe, CFA

Open
FA Steve Nchoe
Executive Director Strategy and Business Development

FA Steve Nchoe

Open
FA Sylvia Warugongo
Senior Portfolio Manager

FA Sylvia Warugongo

Open
Chris Thuku
Investment Dealer

Chris Thuku

Open
Everything about Finance in one place.

Recent News

Market Reports

Globetec Asset Manager Q2 2024 Market Overview Report

  • August 13, 2024
  • Globetec
Globetec Asset Managers. Licensed and Regulated by Capital Markets Authority.
contact us

Book a consultation with us today 💬

Send us an email and we’ll get in touch shortly, or phone between 8 AM to 5 PM, Monday to Friday. We are delighted to hear from you.
(020) 790 5003
Office

    FA Steve Nchoe
    Executive Director Strategy and Business Development
    Steve Nchoe is an accomplished professional with over 16 years of experience in the financial services industry. He is currently the Director of Strategy and Business Development at Globetec Asset Managers Limited, where he has been instrumental in achieving optimal returns for clients through strategic sourcing and execution of Fixed Income positions.Steve Plays an Important role of managing various Stakeholders both Locally and internationally.Prior to joining Globetec, Steve held various roles at leading financial institutions, including Dyer and Blair Investment Bank, Old Mutual Securities, NIC Securities, and Securities Africa. Throughout his career, he has honed his expertise in equities trading, Fixed Income investment and trading, and market analysis. Steve holds a Bachelor of Science degree in Computer Science, he is a Certified Trustee and is an ICIFA member.
    FA Steve Nchoe
    Executive Director Strategy and Business Development
    Steve Nchoe is an accomplished professional with over 16 years of experience in the financial services industry. He is currently the Director of Strategy and Business Development at Globetec Asset Managers Limited, where he has been instrumental in achieving optimal returns for clients through strategic sourcing and execution of Fixed Income positions.Steve Plays an Important role of managing various Stakeholders both Locally and internationally.Prior to joining Globetec, Steve held various roles at leading financial institutions, including Dyer and Blair Investment Bank, Old Mutual Securities, NIC Securities, and Securities Africa. Throughout his career, he has honed his expertise in equities trading, Fixed Income investment and trading, and market analysis. Steve holds a Bachelor of Science degree in Computer Science, he is a Certified Trustee and is an ICIFA member.
    FA Sylvia Warugongo
    Senior Portfolio Manager
    Sylvia Warugongo, Senior Portfolio Manager at Globetec Asset Managers Limited, brings over 15 years of expertise in portfolio management, trading, and business development. She excels in designing customized investment solutions, constructing diversified portfolios, and providing insightful reports to clients. Her diverse experience includes leading roles at Securities Africa, Sterling Capital Ltd, and various financial institutions where she consistently demonstrated her ability to drive growth, manage risk, and deliver exceptional results. Sylvia's academic background, including: member of ICIFA, MBA in Finance, and a Bachelor of Commerce degree in Banking and Finance, combined with her extensive industry experience, make her a valuable asset to any organization seeking exceptional investment management expertise.
    FA Sylvia Warugongo
    Senior Portfolio Manager
    Sylvia Warugongo, Senior Portfolio Manager at Globetec Asset Managers Limited, brings over 15 years of expertise in portfolio management, trading, and business development. She excels in designing customized investment solutions, constructing diversified portfolios, and providing insightful reports to clients. Her diverse experience includes leading roles at Securities Africa, Sterling Capital Ltd, and various financial institutions where she consistently demonstrated her ability to drive growth, manage risk, and deliver exceptional results. Sylvia's academic background, including: member of ICIFA, MBA in Finance, and a Bachelor of Commerce degree in Banking and Finance, combined with her extensive industry experience, make her a valuable asset to any organization seeking exceptional investment management expertise.
    Chris Thuku Kariuki
    Investment Dealer
    Christopher Thuku Kariuki, with over 10 years of experience in financial markets, currently excels in Investment dealing at Globetec Asset Managers Limited. He boasts a diverse background, having successfully served as an Investment Dealer, Equities Manager, and Relationship Officer - Equity Trading. His proven track record includes finesse in trade and execution of Equities, Government Securities and Corporate Bonds for Institutional clients, Pricing of these said products and services to the Sales teams in Treasury and Markets as well as following up on settlement. In addition, Chris is also involved in Investment decision-making, portfolio management, market analysis, relationship building, regulatory compliance, and achieving sales targets. Christopher holds valuable certifications such as CISI 2 and a Bachelor's degree in International Business Administration – Finance major.
    Chris Thuku Kariuki
    Investments Dealer
    Christopher Thuku Kariuki, with over 10 years of experience in financial markets, currently excels in Investment dealing at Globetec Asset Managers Limited. He boasts a diverse background, having successfully served as an Investment Dealer, Equities Manager, and Relationship Officer - Equity Trading. His proven track record includes finesse in trade and execution of Equities, Government Securities and Corporate Bonds for Institutional clients, Pricing of these said products and services to the Sales teams in Treasury and Markets as well as following up on settlement. In addition, Chris is also involved in Investment decision-making, portfolio management, market analysis, relationship building, regulatory compliance, and achieving sales targets. Christopher holds valuable certifications such as CISI 2 and a Bachelor's degree in International Business Administration – Finance major.
    Jonathan Wakahe, CFA
    Chief Executive Officer
    Jonathan W. Wakahe, CFA a seasoned financial professional with over 18 years of experience, currently leads as the Chief Executive Officer at Globetec Asset Managers Limited. He possesses extensive expertise in wealth management, portfolio management, investment research, and leadership gained through his diverse roles at renowned institutions. His leadership encompasses formulating strategies, ensuring compliance and operations, and driving business development. Notably, he has successfully managed client relationships for billion-dollar pension fund clienteles and cultivated a strong track record in developing investment strategies, conducting research, and overseeing financial planning and analysis. With his impressive qualifications, including the Chartered Financial Analyst (CFA) designation and various CISI certifications, Mr. Wakahe is a valuable asset.
    Jonathan Wakahe, CFA
    Chief Executive Officer
    Jonathan W. Wakahe, CFA a seasoned financial professional with over 18 years of experience, currently leads as the Chief Executive Officer at Globetec Asset Managers Limited. He possesses extensive expertise in wealth management, portfolio management, investment research, and leadership gained through his diverse roles at renowned institutions. His leadership encompasses formulating strategies, ensuring compliance and operations, and driving business development. Notably, he has successfully managed client relationships for billion-dollar pension fund clienteles and cultivated a strong track record in developing investment strategies, conducting research, and overseeing financial planning and analysis. With his impressive qualifications, including the Chartered Financial Analyst (CFA) designation and various CISI certifications, Mr. Wakahe is a valuable asset.
    Maurice Mukenyi, ACSI
    Research Analyst
    Maurice Mukenyi, a research analyst with expertise in both finance and economic development, leverages his experience at Globetec Asset Managers Limited to analyze data, conduct due diligence, monitor market trends, and provide insightful investment recommendations. He excels in research and reporting, and his prior experience at the State Department for Economic Planning, Monitoring and Evaluation Directorate equips him with a deep understanding of economic development programs and policies. Maurice's commitment to professional development is showcased by his CISI Level 1, Level 2 and Level 3 certifications. His strong academic background in Economics, Finance and Statistics make him a valuable asset to any organization.
    Maurice Mukenyi, ACSI
    Research Analyst
    Maurice Mukenyi, a research analyst with expertise in both finance and economic development, leverages his experience at Globetec Asset Managers Limited to analyze data, conduct due diligence, monitor market trends, and provide insightful investment recommendations. He excels in research and reporting, and his prior experience at the State Department for Economic Planning, Monitoring and Evaluation Directorate equips him with a deep understanding of economic development programs and policies. Maurice's commitment to professional development is showcased by his CISI Level 1, Level 2 and Level 3 certifications. His strong academic background in Economics, Finance and Statistics make him a valuable asset to any organization.