Wealth Management Account

Wealth management is a service provided by Co–op Trust Investment Services Limited built upon the principles of expert advice, professional objectivity, and a dedicated approach to client service in order to enable high net worth individuals preserve, accumulate or grow their wealth.

Our services, which ensure the best strategy based on your goals, risk appetite and investment horizons are listed below.

Investment Advice
  • Stock Market
  • Treasury Bonds and Bills
  • Real Estate    

Investment Management
  • Financial Portfolios
  • Real Estate Investments    

Trustee Services
  • Real Estate Investment Services
  • Inheritance Trusts
  • Other Trusts

Retirement Planning
  • Individual Retirement Plans 

Joining Procedure
Complete Application Forms
Provide one coloured passport size photo and copy of Kenyan Identification Card
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