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Explore our handpicked insights, a reflection of our vast expertise in wealth management, offering you a lens into prevailing trends and informed perspectives for your financial voyage.

Insights That Matter

Our insights are intended to be practical, thoughtful and relevant to the kinds of decisions our clients face.

They are not market commentary for its own sake.

They are part of a wider conversation about clarity, structure and long-term judgement.

Waugh McDonald Wealth Management recognised as Most Trusted International Wealth Planning Firm 2024 – Kenya

Shifting a patriarch’s leadership approach for future success

Shifting a patriarch’s leadership approach for future success

Navigating the influence of wealth on family dynamics: Balancing expectations

Navigating the influence of wealth on family dynamics: Balancing expectations

Congratulations, John, on achieving Family Firm Institute Global Education Network (GEN) Dual Certificate Graduation!

Congratulations, John, on achieving Family Firm Institute Global Education Network (GEN) Dual Certificate Graduation!

Navigating investment opportunities: Prioritising stability and transparency in wealth management

Navigating investment opportunities: Prioritising stability and transparency in wealth management

Richard's insightful presentation on financial planning at the Rotary Club

Richard's insightful presentation on financial planning at the Rotary Club

Empowering Wajukuu Kids Club Futures through our Scholarship and Mentorship Program

Empowering Wajukuu Kids Club Futures through our Scholarship and Mentorship Program

Strategies for family wealth and enterprise success: Insights from Waugh McDonald's presentation at the Association of Family Business Enterprise Year End Luncheon

Strategies for family wealth and enterprise success: Insights from Waugh McDonald's presentation at the Association of Family Business Enterprise Year End Luncheon

Lasting memories: Sponsor Wajukuu Kids Club's Annual Christmas Event with Waugh McDonald Foundation

Lasting memories: Sponsor Wajukuu Kids Club's Annual Christmas Event with Waugh McDonald Foundation

Richard's outstanding achievement as a Dual Certificate Graduate with the Family Firm Institute

Richard's outstanding achievement as a Dual Certificate Graduate with the Family Firm Institute

Waugh McDonald earns "Best Family Wealth Investment Firm 2023 in Kenya" Award by Wealth & Finance

Waugh McDonald earns "Best Family Wealth Investment Firm 2023 in Kenya" Award by Wealth & Finance

Waugh McDonald is officially a certified Blue Company member!

Waugh McDonald is officially a certified Blue Company member!

The essentials of intelligent investing to building a strong financial future

The essentials of intelligent investing to building a strong financial future

Professionalising family business ownership: A roadmap for longevity and success

Professionalising family business ownership: A roadmap for longevity and success

Navigating the complexities of multigenerational families: Richard Waugh and John McDonald now Certified Facilitators of the Family Enterprise Assessment Tool (FEAT)

Navigating the complexities of multigenerational families: Richard Waugh and John McDonald now Certified Facilitators of the Family Enterprise Assessment Tool (FEAT)

Family Philanthropy on International Day of Charity

Family Philanthropy on International Day of Charity

Celebrating Excellence - Most Comprehensive Wealth Management Company 2023 in Kenya by MEA Markets

Celebrating Excellence - Most Comprehensive Wealth Management Company 2023 in Kenya by MEA Markets

Money matters tackling family finances

Money matters tackling family finances

Signs that bonds might bounce back

Signs that bonds might bounce back

Powerhouse collaboration unveiled joining forces for a brighter future

Powerhouse collaboration unveiled joining forces for a brighter future

Identifying meaningful long-term goals

Identifying meaningful long-term goals

The importance of continual family governance

The importance of continual family governance

3 Numbers that can help you budget

3 Numbers that can help you budget

Waugh McDonald listed on the 2022 British Chamber of Commerce Kenya Business Integrity Index

Waugh McDonald listed on the 2022 British Chamber of Commerce Kenya Business Integrity Index

We work with individuals and families who value clarity, discipline and long‑term thinking.

If our approach resonates, the pages that follow set out how we work, the standards we operate to and what we expect of client relationships.

Begin with a conversation

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