Private Wealth Management Fund
Private wealth management is offering a range of financial services tailored to specific needs
which includes:
Financial Planning
Investment Management
Tax Planning
Estate Planning
Cash Flow Management
Philanthropic Planning
Clients We have Worked With
Target Audience
● Accredited individual investors
● High-value families
● Investors seeking unique and customized solutions
● Investors not satisfied with generic investment options
Services
● Interactive investment process: Designed to meet individual financial goals
● Diversified portfolio construction: Optimized for risk-adjusted returns and cost efficiency
● Investment policy statement: Documents investment strategy and action plans
● Periodic portfolio review: Ensures continued alignment with financial
objectives
Helping you Reach Your Investments Goals
Value Proposition
● Unrivalled complete and customizable solutions: Tailored to individual investment goals.
● Cost and tax efficiency: Cornerstones of portfolio construction
● Wide variety of investment classes: Including offshore and local equities, fixed income, and others
● Minimum Investment Amount: Kes 1,000,000.00
● Annual Management Fee: 1% p.a.
● Performance-based fee: 80/20 share of outperformance
Our Team
CPA SICILY GACHOKI
Finance Operations, Tax and Accounting Expert.
TRY US TODAY
Hummingbird International offers a highly personalised and sophisticated
wealth management service.
Key Takeaways
● Hummingbird International offers highly personalized and sophisticated wealth management service.
● Their focus is on delivering customized solutions that meet the specific needs and goals of each client.
● They utilize a diverse range of investment classes to create portfolios with optimal risk-adjusted returns and cost efficiency.
● The minimum investment amount is Kes 1,000,000.00, and the annual management fee is 1% p.a.
● Clients also share in the outperformance of their portfolio through an 80/20 performance-based fee.
Getting your Finances Right...
