Wealth Management
We have key experience in structuring bespoke investment solutions to suit your financial status, risk preferences, liquidity needs, and investment horizons.
Pension Fund Management
We are licensed by the Retirement Benefits Authority (RBA) to provide professional pension fund management services to Retirement Benefits Schemes. Our role is to manage pension assets responsibly by ensuring strict compliance with regulatory rules and investment guidelines, while maximizing returns for members.
a. Occupational Schemes management
A standalone pension fund structure where each employer’s contributions are invested under an independent, segregated custodial arrangement. This ensures that every scheme is managed separately, providing a tailored investment strategy(s) aligned with the specific needs of each employer and its members.
b. NCBA Umbrella Retirement Benefits Scheme
A collective retirement savings plan where contributions from multiple employers are pooled into a single professionally managed fund. This structure offers cost efficiency, ease of compliance, and access to expert investment management, making it an ideal solution MSME’s and employers keen on providing pension to their members at a lower cost.
c. NCBA Individual Pension Plan
A flexible retirement savings solution designed for individuals who wish to build long-term financial security independently. This plan allows members to make regular or lump-sum contributions, tailored to their personal financial goals, while benefiting from professional fund management and compliance with Retirement Benefits Authority guidelines.
The structure of the fund allows members to choose from three distinct investment strategies:
- Conservative Strategy – Focused on capital preservation with lower risk and steady returns.
- Balanced Strategy – A mix of growth and income assets, offering moderate risk with balanced performance.
- Aggressive Strategy – Designed for higher growth potential by investing more heavily in equities, suitable for members with a higher risk appetite.
This flexibility ensures that each individual can align their retirement savings with their personal risk profile and long-term ambitions.
d. NCBA Income Drawdown Fund
A retirement solution that provides retirees with a structured and sustainable income stream while keeping their pension assets invested for continued growth. This fund balances regular payouts with long-term investment strategies, ensuring financial security and flexibility throughout retirement.
NCBA Investment Bank Launches Offshore Investment Solutions, Meeting Client Demand for Global Diversification
NCBA Investment Bank today announced the launch of its comprehensive Offshore Investment Solutions. This new offering reinforces its long-term commitment to its clients by providing accessible, professionally-managed investments with access to global markets, currency diversification and sophisticated wealth-building opportunities.
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