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Private Wealth Management

  • June 17, 2024
  • 91 Views

Product Description

Our Globetec Private Wealth Management service is designed to cater to the unique needs and aspirations of high-net-worth individuals and families.

Building Long-Term Partnerships

At Globetec, we believe in fostering strong, long-term relationships with our clients. This collaborative approach allows us to gain a deep understanding of your financial goals, risk tolerance, and investment preferences. By working closely with you, we can craft a customized Investment Policy Statement (IPS) that serves as a roadmap for your wealth creation journey.

Expertly Crafted Portfolios

Our team of experienced portfolio managers leverages their expertise to construct diversified portfolios tailored to your specific IPS. We utilize a blend of private and public investments, encompassing both domestic and international opportunities. This comprehensive approach allows us to maximize your return potential while managing risk exposure.

Key Features
  • Active Management: We take a proactive approach to managing your portfolio, regularly rebalancing your assets to maintain alignment with your evolving needs and market conditions.
  • Transparency and Communication: Receive regular reports detailing your portfolio performance, asset allocation, and market trends. We believe in clear and open communication, ensuring you are always informed about your investments.
  • Independent Custody: For your peace of mind, your assets are held by an independent custodian, providing an additional layer of security and transparency.
  • Minimum Investment: The minimum investment amount of KES 10 million ensures our services cater to high net worth individuals seeking a personalized approach to wealth management.
Benefits of Globetec Private Wealth Management
  • High Return Potential: Our investment strategies aim to deliver exceptional returns, helping you achieve your long-term financial aspirations.
  • Diversification and Risk Management: A diversified portfolio, encompassing various asset classes and geographic locations, mitigates risk while maximizing potential gains.
  • Tailored Investment Solutions: Your portfolio is constructed specifically to meet your unique needs and goals, ensuring your investments are aligned with your vision for the future.
Empower Your Financial Future

Partner with Globetec Private Wealth Management and gain access to a team of dedicated professionals committed to your financial success. Our personalized approach and expertise empower you to make informed investment decisions and achieve your long-term wealth creation goals.

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Let's discuss your financial objectives and explore how Globetec Private Wealth Management can tailor a solution to fulfill your aspirations.

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    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.