

Wealth Management
NCBA Investment Bank provides world-class asset management services. We have key experience in structuring bespoke investment solutions to suit your financial status, risk preferences, liquidity needs, and investment horizons.
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Pension Fund Management
We’re here to help you build confidence in your financial future after retirement. NCBA Investment Bank manages your funds to ensure an optimal return on investments over the long term, providing you with solutions to address the four critical needs in retirement: Meeting Essential costs, maintaining your lifestyle, preparing for the unexpected and leaving a legacy. All our solutions are in compliance with guidelines issued by the Retirement Benefits Authority.
Choose from a wide array of options that include:
- Managing your occupational pension plans
- NCBA Individual Pension Plans
Bespoke Segregated Portfolios
We structure and manage investment portfolios specifically tailored to your unique investment objectives, reflecting your risk tolerance, time horizons, liquidity needs, and tax attributes.
This solution provides access to both private and public, on-shore and off-shore investment instruments and unique opportunities through professionally structured and managed bespoke portfolios.
We provide you access to investment opportunities cutting across different asset classes and counterparties without the need to directly engage with them. The minimum investment for this service is Kes 50 million or equivalent, denominated in USD or any East African currency.
Unit Trusts

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NCBA Fixed Income Fund
November 9, 2022
Daily Yield:
9.03%Effective Annual Yield
9.41%Updated on November 9, 2022
Note: The rates of the Fixed Income Funds are quoted gross of withholding tax & net of management fees.
NCBA Equity Fund
November 9, 2022
Buy Price:
148.95Sell Price:
148.95July 7, 2022
Buy Price:
149.91Sell Price:
149.91Updated on July 7, 2022
Note: The rates of the Fixed Income Funds are quoted gross of withholding tax & net of management fees.
NCBA Dollar Fixed Income Fund
November 9, 2022
Daily Yield:
3.75%Effective Annual Yield
3.82%July 7, 2022
Daily Yield:
3.25%Effective Annual Yield
3.30%Updated on July 7, 2022
Note: The rates of the Fixed Income Funds are quoted gross of withholding tax & net of management fees.
NCBA Fixed Income Basket Note Fund
Tenor | Rate | |
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KES | USD |
Execution Mandates
We offer a platform to invest in short term and long-term investments under custody. This allows you to retain decision-making control over the investment and the specific securities in your portfolios while outsourcing the administrative processes. We offer execution mandates in the below:
- Fixed deposits with over 15 pre-qualified financial institutions in our counterparty panels.
- Treasury Bills and Treasury Bonds
- Listed shares
- Eurobonds
- Structured products