Our investment banking operation has the responsibility to deliver financial advisory and consultancy services to selected clientele, notably co-operatives. This service is delivered through two subsidiary companies that are wholly-owned by the Bank, namely:

1. Cooptrust Investment Services Limited, which offers fund management services.

2. Co-operative Consultancy Services Limited, which offers financial advisory services, with a specific focus on capacity-building for the co-operative movement.

Fund Management
We offer fund management services through our wholly-owned subsidiary, Cooptrust Investment Services Limited.

Cooptrust is the leading locally owned fund management company with total assets under management valued at over Kshs.17 billion and a client base of over 120 corporate schemes and 600 retail clients as at the close of 2008.

We have a clientele comprising of private, quasi-Government and institutional organizations. We also provide private wealth management solutions to individual investors.

The Bank is an Authorized Central Depository Agent and is licensed as a Custodian by the Capital Markets Authority (CMA) and Retirement Benefits Authority (RBA) respectively.

We offer outstanding scheme administration services to custodians, fund managers and brokers as well as individual clients.

We currently manage total assets in excess of Kshs.7 Billion and administer over 80 schemes. We are a Central Depository Agent for over 50,000 customers trading at the Nairobi Stock Exchange.

We also provide a wide range of Share Registry services to publicly quoted companies and unquoted firms, including those intending to float Bonds and associated commercial papers.

Financial Consultancy
We offer financial consultancy services through our wholly-owned corporate finance and investment advisory subsidiary, Co-operative Consultancy Services Kenya Limited.

The subsidiary offers universal advisory services with a special strategic focus on capacity building in the Co-operative movement in liaison with other stakeholders in the sector.

Our current client base comprises of over 150 Co-operative Societies benefiting from our services in the areas of Strategic Planning, Management Evaluation, Information Technology Consulting, Business Organization Review and Human Resources Reviews.

Through a dedicated team of consultants, this subsidiary is the project manager of the bank's FOSA program roll-out to Saccos.