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Regulatory Framework
Capital Markets & Securities Authority (CMSA), United Republic of Tanzania — registration process currently in progress. Advisory services structured in full alignment with applicable CMSA guidelines.
About the Firm
Built for investors whose interests must come first.
The Wealth Circle Advisory is an inline CMSA and a CISI-certified investment advisory firm. Our CMSA registration process is currently in progress, and our advisory team holds the CMSA / CISI Securities Industry Certification, awarded in collaboration with the Chartered Institute for Securities & Investment in London. We serve a selective clientele — high net worth and ultra high net worth investors, family principals, business owners, and institutional investors — across East Africa and beyond.
Who We Are
An adviser whose interests are truly aligned with yours.
Most investors at this level have worked a lifetime to build what they have. The challenge is rarely ambition — it is finding an adviser whose interests are truly aligned with theirs. One who will protect what has been built, not simply find a reason to move it.
That is the gap The Wealth Circle Advisory was built to fill. We do not sell products. We design solutions — structured around the investor’s own objectives, and executed with the discipline that serious capital demands.
Over more than five years of active portfolio advisory, we have guided investors through extraordinary market cycles: the global disruption of COVID-19, the geopolitical recalibration that followed, multi-front trade tensions, and seismic shifts in monetary policy across the world’s major economies. Through each of these cycles, our discipline has remained constant.
We do not distribute products. We structure intelligent solutions — calibrated to each investor’s risk appetite, time horizon, and financial ambitions — and execute those solutions with the rigour that global capital markets demand.
Regulatory Standing
Institutional standards, clearly documented.
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Professional Certification
CMSA / CISI Securities Industry Certification Course (SICC) — Ref: CMSA/CISI/2025/29. Certified in collaboration with the Chartered Institute for Securities & Investment, London.
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Company Registration
Incorporated in Tanzania and registered with the Business Registrations and Licensing Agency (BRELA). Operating from Dar es Salaam with regional coverage across East Africa.
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Global Execution Partners
Multi-jurisdictional broker and institutional partner network spanning East Africa, Europe, the Gulf, and major global financial centres — selected on regulatory standing and investor protection.
Leadership
The people behind the practice.
Our partners combine international qualifications with deep understanding of East African markets. Together they lead a single investment committee — one office, one standard of care for every mandate.
Managing Partner
O. Brever Moshi
Head of Global Investor Relations
Brever leads the firm’s investor relations and global advisory practice. He has guided investors through more than five years of consequential market cycles — from the COVID-19 disruption to the Powell tightening cycle and beyond — with a discipline that places investor objectives before every recommendation.
- — MSc International Business, De Montfort University (UK)
- — BSc Economics & Statistics, University of Dar es Salaam
- — CMSA / CISI Certified (SICC)
Partner
Maura Rodgers
Global Concierge
Maura leads the firm’s Global Concierge practice — the coordination layer that connects investors with the international partners, structuring advisors, and specialist services their mandates require. Her role is to ensure every cross-border touch-point feels seamless, discreet, and consistently on standard.
- — Global partner coordination
- — Cross-border investor experience
- — Bespoke concierge advisory
Partner
Agnes Mosha
Research & Development
Agnes leads Research & Development — the discipline that keeps the firm’s methodology sharp, its portfolios calibrated, and its outlook current. From macro research through framework refinement, she is responsible for the intellectual rigour that sits behind every recommendation the firm makes.
- — Macro & sector research
- — Framework & methodology development
- — Portfolio construction research
Our Commitment
As we expand to serve ultra high net worth individuals and family offices across East Africa and globally, our commitment remains unchanged — world-class standards, investor-first philosophy, and solutions worthy of the most discerning investors in the room.
— O. Brever Moshi · Managing Partner