Private Investment Counsel · East Africa & Beyond
Capital, considered across generations.
An inline CMSA and a CISI-certified investment advisory firm serving high net worth families, principals and family offices — with the discretion, discipline and global standards our investors expect.
Investor First
“We do not distribute products. We structure solutions — around the investor’s objectives.”
Investment Committee
5+
Years Active — through COVID, Powell & tariff cycles
CMSA
Registration in progress · CISI Certified (SICC)
Global
Multi-jurisdictional institutional broker network
100%
Investor account control at all times
The Practice
Four disciplines. One office.
Our practice spans core investment advisory — from personal financial planning through portfolio construction — to Global Wealth Architecture for ultra high net worth families and principals whose complexity extends beyond conventional advisory.
01 — Practice
Portfolio Advisory
Discretionary and advisory mandates across domestic and international markets, structured with the discipline of leading global asset advisors.
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02 — Practice
Wealth Structuring
Personal financial planning, wealth advisory planning, and coordinated architecture built around the objectives of principals and their families.
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03 — Practice
Private Investment Advisory
Global Wealth Architecture — cross-border planning, international market access, and specialist solutions delivered with institutional partners across key jurisdictions.
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04 — Practice
Family Office Advisory
Governance frameworks, family investment policy design, and structural solutions for the coordinated advisory of significant multi-generational family assets.
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The Approach
Slow research. Deliberate capital.
We do not chase products or narratives. Every recommendation is filtered through a single question — will this compound our investor’s capital across market cycles without compromising the balance sheet or the family?
01
Consultation
Balance sheet review, objectives, liquidity horizon and constraints.
02
Onboarding
Mandate documentation, suitability assessment, funding.
03
Portfolio Advisory
Deliberate deployment across domestic and international markets.
04
Reporting & Review
Structured reporting, risk positioning, and forward outlook.
Stewardship
“ The objective is not simply to generate returns. It is to build portfolios capable of preserving capital, creating opportunity, and supporting the long-term ambitions of the investors and families we serve.”
— O. Brever Moshi · Managing Partner
~3%
Monthly target return · fee only above
CISI
Certified in collaboration with CISI, London
1:1
Direct access to your dedicated advisor
EA · EU · Gulf
Institutional partner network jurisdictions
Begin The Conversation
A discreet first step, on your terms.
Speak with our team, review our material, or open a mandate. Each path is handled with the same standard of care.
Private Introduction
Your capital deserves considered counsel.
Begin with a confidential thirty-minute conversation, or open a mandate directly. Whichever route you choose, our team will meet you with discretion.