Our practice
We help individuals and families live well with wealth, by implementing good practices and serving our clients we contribute to meaningful legacies.
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.
Richard brings efficient organisation and operational strength, dependability, and is highly respected with an instinctive compass for the right course of action in any given situation. He is responsible for engineering the sophisticated structures and systems developed to the high professional standards that our clients rely on.
Richard Waugh Chartered MCSI
John has adept systems thinking and lateral thinking capabilities. He brings a modernistic approach continually introducing progressive ideas and driving our practice development with keen foresight. He is the practice architect guiding and planning the conceptual side of helping families manage complex problems and create high-functioning systems of family wealth management.
John McDonald Chartered MCSI
Our Leadership
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.
Our Principles
Waugh McDonald Wealth Management Limited is licensed and regulated by the Capital Markets Authority of Kenya (CMA).
RIchard and John are both full members of the Chartered Institute of Securities & Investment (CISI) with Chartered MCSI status indicating a high level of knowledge in financial services as well as a commitment to the principles of professionalism, integrity and excellence. It is also a tangible demonstration of their commitment to ethical behaviour and conduct.
Richard and John are both members of the Chartered Insurance Institute (CII), a professional body dedicated to building public trust in the insurance and financial planning profession. They both have several professional qualifications and accreditations through CII demonstrating their technical proficiency.
Richard and John are both members of the Family Firm Institute (FFI), the leading association worldwide for family enterprise professionals who help perpetuate trans-generational family enterprise. They are both learning in the Family Firm Institute Global Education Network (FFI GEN) Family Business and Family Wealth Advising certificate programs (CFBA & CFWA).
Professional Credentials