Worldwide Perspective, Local Insight
Our exclusive partnership with Morningstar Wealth brings institutional-grade investment capabilities to Kenya’s wealth landscape.
As Morningstar Wealth’s inaugural strategic partner in Africa, we provide access to research from over 400 investment professionals worldwide, delivering sophisticated investment solutions previously unavailable in the region.
Integrity and Transparency
We believe exceptional wealth management starts with ethical standards and complete transparency. Our processes, investments and fees are clear, with reporting at every stage. We are CISI chartered, FFI certified, CMA regulated, a certified Blue Company and listed on the British Chamber of Commerce Kenya Integrity Index.
Client-Focused Outcomes
Your goals shape our strategy. We turn aspirations into measurable objectives and keep you anchored to long-term success. Our disciplined approach filters out market noise, helping you preserve wealth across generations while respecting family values.
Clarity. Confidence. Global Expertise.
Waugh McDonald Wealth Management serves globally connected individuals and families with ties to Kenya. Our mission is to give you clarity, confidence and control over your financial life, no matter how complex your circumstances.
We believe every client deserves advice that is personal, honest and grounded in professional standards. Your plan is built around your life and goals, not around products or sales targets.
Your Wealth Journey Begins with a Conversation
We work alongside you as a trusted financial life adviser. Together, we:
-
Understand your whole picture
-
Build a plan you can be confident in
-
Simplify and organise your finances
-
Shape practical, cost-efficient solutions
-
Align wealth with what matters most
-
Address unique needs for globally connected families
-
Partner for the long term
Recognised for integrity and ethical excellence
