List Of Licensed Investment Advisors In Kenya

This is a list of licensed investment advisors in Kenya. Investment advisors are generally advisors who assist clients in attaining financial freedom through knowledge of finance, business or economics by educating them on various investment types in terms of their benefits and drawbacks.

Other functions of investment advisors include:

  • Determine the risk tolerance of investments as well as gauging the client’s risk in relation to short or long-term goals, age, employment, expenses and even family status.
  • Analyze investment options through research and analysis of market trends in addition to keeping up with the latest financial news in order to provide relevant and accurate advice to clients.
  • Ensure all the financial information records between them and the clients are well stored in terms of audit purposes.
  • Adherence to the regulations and policies regarding investments as well as maintenance of high ethical standards.

The Capital Markets Authority (CMA) is the regulatory body in charge of approving and regulating investment advisors in Kenya.

Below is a list of authorized investment advisers in Kenya

  Licensed Investment Advisors In Kenya
1. Bora Capital Limited
2. Deloitte Financial Advisory Limited
3. Lifestyle Management Limited
4. Price Water house Coopers Associates
5. The Profin Group Limited
6. Liaison Financial Services Limited
7. Ayesfield (Kenya) Limited
8. Synesis Capital Limited
9. AFG Wealth Kenya Limited
10. Riscura Solutions (Kenya) Limited
11. Private Wealth Capital Limited
12. Waanzilishi Capital Limited
13. Salus Wealth Management Limited
14. Vedman Capital Limited
15. Virtual Capital International Limited
16. Waugh McDonald Wealth Management Limited
17. Tim Walsh Advisory Services
18. Mirova Sunfunder East Africa Limited
19. Prime limited
20. Entrust Advisory Limited
21. CPF Capital and Advisory Limited
22. Moran Capital Management Limited

The Capital Markets Authority (CMA) Contacts

Head office: Embankment Plaza, 3rd Floor, Longonot Road, off Kilimanjaro Avenue, Upperhill, Nairobi

Contacts: +254 722 207767, +254 20 2264000

Email: corporate@cma.or.ke

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