NCBA Investment Bank has rolled out a sophisticated suite of comprehensive Offshore Investment Solutions that offer its clients an array of professionally-managed investment portfolios, complete with exposure to global markets, currency diversification options and a panoramic view of some of the more advanced wealth-building opportunities around the globe.
“We’re utilizing our global presence, market knowledge and expertise to create a solid offshore investment setup. Our goal is to ensure it meets all regulatory standards in various markets and truly connects with our clients’ needs, helping them invest their capital safely while aiming for reliable returns,” said Muathi Kilonzo, Managing Director, NCBA Investment Bank.
This NCBA launch is a direct response to evolving client needs in an increasingly interconnected global economy. The product fits into an environment of regional macroeconomic volatility and currency fluctuations.
The NCBA Offshore solutions shields local investors from erosion in value of local-currency-denominated savings and investments, providing robust offshore solutions and prudent wealth management capabilities.
This initiative comes at a time when Kenya has established itself as one of the wealthiest nations in Africa, ranking fifth in the Africa Wealth Report 2025. The country is now home to 6,800 high-net-worth individuals (HNWIs).
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“We see numerous opportunities for growing this business unit in Kenya given the strategic interventions made to build Nairobi as the financial centre of choice in the continent. Our Offshore solutions help clients achieve diversification away from Kenya-centric investment risk. This is important because it mitigates risks associated with exclusively domestic investments, particularly amidst concerns over sovereign risk and market uncertainty.” said Muathi.
NCBA’s Offshore Investment Solutions cater to this demand by offering a multi-tiered suite of products tailored to a client’s entire wealth journey.
NCBA Offshore Solutions Offer to Clients
- Pooled Investment Funds: Accessible, professionally managed unit trusts and special funds denominated in US Dollars, such as the NCBA Global Fixed Income Special Fund and the NCBA Global Equity Special Fund, with a minimum investment requirement of USD 1,000.
- Execution Mandates and Custody Services: For sophisticated, self-directed investors, NCBA provides a platform to invest in a variety of offshore instruments while managing the administration and safekeeping of the assets.
- Bespoke Segregated Portfolios: A fully customized service for UHNW clients, family offices, and institutions, offering direct access to a global universe of assets, including international equities, global bonds, and other unique offshore opportunities.
The new NCBA Offshore solutions are also designed to serve the needs of corporate clients engaged in international trade and diaspora clients who earn foreign currencies and seek investment products that match their international financial footprint.
All solutions are delivered within a rigorous international compliance framework. The Investment Bank also ensures strict adherence to global Know Your Customer (KYC) and Anti-Money Laundering (AML) standards, as well as full compliance with the Foreign Account Tax Compliance Act (FATCA).
The launch was held during the 5th Annual Abojani Economic Forum, where NCBA served as a key sponsor.
The forum brought together young professionals, emerging investors, SMEs and financially savvy Kenyans seeking practical knowledge on wealth creation, financial planning and long-term investment strategies, making it a fitting platform to unveil this strategic offering.
NCBA Investment Bank is a subsidiary of NCBA Group that provides a broad range of financial products and services to corporate, institutional, SME, and consumer banking customers.
The Group operates a network of over 100 branches across five countries, including Kenya, Uganda, Tanzania, Rwanda, and the Ivory Coast.
With over 60 million customers, the Group is the largest bank in Africa by customer numbers. The Kenyan subsidiary is the country’s third-largest bank by assets and plays a key role in supporting Africa’s economic ambitions. The Bank is a market leader in Corporate Banking, Asset Finance, and Digital Banking.
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