It reaches a point in life when one opts to venture into investments. Once such a decision has been made, the journey may not be an easy and sure one but at the end of the day, it is one of the best decisions one can ever make.
Managing our finances might be something that many of us understand to be ensuring that our bills have been paid and that we have saved something in case of any emergency, but have we really gone deep to understand what more can be done as far as investments are concerned?
Others have a lot of money with them but they do not know how best they can go about spending it. So the money remains locked in their bank accounts year in year out.
This is why the Co-operative Bank of Kenya (Co-op Bank) through Co-op Trust Investment Services (CISL) and Kingdom Securities Limited (KSL) thought of coming up with a variety of investing and consulting services that will be of help to such people.
CISL is a wholly owned subsidiary of Co-op Bank with no foreign shareholding capitalized at 248 million shillings and managed assets in excess of 50 billion shillings as at 31 December 2015.
Being part of the Co-operative Bank of Kenya Limited, CISL benefits from access to the deep pool of resources for more effective delivery of clients’ objectives and at the same time, ensuring best industry practices are upheld.
Services offered through Co-op Trust Investment Services Limited include Co-op Trust Wealth Management Services and stock trading and advisory services through Kingdom Securities.
The Co-op Trust Wealth Management Services targets high net worth individuals or organizations who have short to medium (periodic or lump sum term) funds which require to be invested for short and/or fixed periods of time.
The service is designed to take into account the unique cash flow profile of the individuals or organization and the need to ensure moderate to low investment risk.
The Co-op Trust Wealth Management Service comes with a number of benefits that include the following: