NCBA Launches Offshore Investment Solutions
[Photo/NCBA]
NCBA Investment Bank has announced the launch of its comprehensive Offshore Investment Solutions. This new offering reinforces its long-term commitment to its clients by providing accessible, professionally-managed investments with access to global markets, currency diversification and sophisticated wealth-building opportunities.
NCBA’s new Offshore Investment Solutions reinforce the Bank’s long-term commitment to empowering clients with accessible, professionally managed investments that provide exposure to global markets, currency diversification, and sophisticated wealth-building opportunities.
“We’re utilising 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 Mr. Muathi Kilonzo, Managing Director, NCBA Investment Bank.
The launch is a direct response to evolving client needs in an increasingly interconnected global economy. In an environment of regional macroeconomic volatility and currency fluctuations, prevalent in the East African market, which otherwise erodes the value of local-currency-denominated savings and investments, providing robust offshore solutions is a core component of prudent wealth management.
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).
“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 Mr. 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. The offering includes:
- 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 customised 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 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. NCBA Investment Bank 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.
