Clarity. Confidence. Legacy.
We are an independent wealth advisory firm serving affluent and wealthy individuals and families with ties to Kenya and beyond. Our clients include successful entrepreneurs, family business leaders, and multi-generational families seeking clarity, structure, and long-term partnership in managing their wealth.
As Morningstar Wealth’s inaugural strategic partner in Africa, we combine global investment expertise with deep local insight. Our team holds globally recognised credentials including Chartered MCSI, CFWA, and CFBA and brings decades of experience in cross-border structuring, family governance, and holistic financial planning.
We specialise in:
• Goal-based financial planning
• Multi-jurisdictional wealth structuring
• Family office and succession planning
• Values-aligned portfolios
• Transparent, personalised service
With custody in Jersey and partnerships across leading international finance centres, we deliver secure, disciplined, and globally integrated solutions tailored to your life and legacy.
We provide expert advice on structuring and managing wealth, providing a virtual family office service built on developing a lasting relationship, a bespoke solution, our specialised expertise and a responsive service.
As an independently owned firm we have the freedom to offer our clients objective advice based on impartial analysis, and our clients benefit from access to our global network of experts, including senior investment bankers, international trust lawyers and leading investment specialists.
Company Details
- Employees
- 5
- Founded
- -
- Address
- 3rd Floor, Fedha Plaza, Mpaka Road, Nairobi,nairobi 66125 - 00800,kenya
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.waughmcdonald.co.ke
- Keywords
- Investment Management, Financial Planning, Cross-Border Planning, Wealth Management, Family Office, HNWI, Family Governance.
- HQ
- Nairobi, Nairobi
Waugh Mcdonald Questions
Waugh Mcdonald's website is http://www.waughmcdonald.co.ke
Waugh Mcdonald's LinkedIn profile is https://ke.linkedin.com/company/waugh-mcdonald-wealth-management
Waugh Mcdonald has
5 employees.
View email and phone details for 5
employees at Waugh Mcdonald.
Waugh Mcdonald's industry is
Financial Services
Waugh Mcdonald's top competitors are
Positively People, Llc,
Kuza Asset Management,
Affluent Wealth Group,
Fei Africa,
The Profin Group,
Honr,
Rubiani Wealth Management Ltd.,
Adili Fiduciary Services (Afs),
Business Summit,
Ipssl Group.
Waugh Mcdonald's categories are Financial Services
Waugh Mcdonald's founding year is 2015
