Our Practice
Richard Waugh and John McDonald set up Waugh McDonald in 2015 recognising that creating meaningful success with wealth is a complex challenge that requires independent, trusted and high-quality strategic advice and planning, operational support and execution, all focused on the best interests of the individuals and families we serve.
Our advice process is the culmination of decades of international experience in private wealth, and is informed by leading evidence-based practices, with the goal of creating effective outcomes firmly grounded on research and evidence.
Our work provides our clients with expert knowledge, skills and resources through a unique multidisciplinary approach and highly personalised long-term relationship.
Finding a trusted advisor can be daunting. That's why our clients rely on our world-class expertise and highly personalised service, founded on competence, reliability and transparency. We're committed to safeguarding their wealth as a trusted partner in navigating the complexities of wealth management.
Objective
Our independence strengthens our professional standards and is fundamental to us representing our clients’ best interests.
Stewardship
We firmly believe in responsible wealth stewardship, and this sense of service informs the way we help clients manage wealth.
Patience
We think long-term with clients developing a well thought-out roadmap towards the future based on robust practices that make their journey successful.
Progressive
Through interaction with a global network of faculty, thought leaders, and other specialists, we continually hone our thinking and develop our skills to better serve our clients.
Guiding Pillars: The Principles That Shape Our Practice
Guiding individuals and families to thrive with their wealth, we champion high standards, responsible stewardship, long-term thinking and a progressive forward looking outlook, laying the groundwork for impactful legacies.
Our Leadership
Meet the leadership at Waugh McDonald. With a proven track record of excellence and a dedication to continual improvement, our leadership team stands at the forefront of our field, guiding individuals and families towards prosperous futures.
Richard Waugh Chartered MCSI
Richard embodies efficiency, operational proficiency, and dependability. Respected for his ability to discern the optimal path forward in any scenario, he is held in high regard within the community, our practice, and by our clients alike. Richard's responsibilities include maintaining operational excellence and implementing the sophisticated structures and systems that uphold our unwavering professional standards, upon which our clients confidently rely.
John McDonald Chartered MCSI
John brings adept systems thinking capabilities and a modernistic approach that drives innovation within our practice, positioning us as industry leaders, consistently introducing progressive ideas and steering our practice development with keen foresight. He is instrumental in guiding and planning the conceptual side of assisting families in managing complex needs and establishing high-functioning systems of family wealth management.
Professional Credentials
Waugh McDonald Wealth Management Limited operates under the regulatory oversight of the Capital Markets Authority of Kenya (CMA), ensuring compliance and reliability in our services.
Richard and John, both Chartered MCSI members of the Chartered Institute of Securities & Investment (CISI), bring a wealth of expertise to our firm. Their commitment to professionalism, integrity, and excellence is underscored by their Chartered status, signifying adherence to the highest ethical standards.
Furthermore, their affiliation with the Chartered Insurance Institute (CII) reinforces their technical acumen in financial planning, supported by multiple qualifications and accreditations.
In addition to their extensive financial background, Richard and John are active members of the Family Firm Institute (FFI), the leading global association for professionals serving family enterprises. Their dual certification in Family Business Advising and Family Wealth Advising, obtained through the Family Firm Institute Global Education Network (FFI GEN), uniquely positions them to provide tailored solutions and guidance to our clients.
Ready to take control of your financial future and create a lasting legacy for your family?
Explore our comprehensive wealth management services today. With our expert guidance and personalized approach, you can confidently navigate the complexities of wealth management and achieve your long-term goals. Contact us now to schedule a consultation and embark on your journey to financial success.
