AFG Wealth Kenya Limited Licensed as Investment Adviser

By Sharon Chweya

The Board of the Capital Markets Authority (CMA) has approved the grant of a license to AFG Wealth Kenya Limited to operate as Investment Adviser in Kenya bringing the number of investment advisers to fifteen.

AFG Wealth Kenya Limited was granted the license after meeting the minimum requirements as set out under the Capital Markets (Licensing Requirements) (General) Regulations, 2002.

An investment adviser is a person or group licensed under the Capital Markets Act to make investment recommendations or conduct securities analysis in return for a fee whether through direct management of a client’s assets or through written publications.

Atlas Financial Group (AFG) Walth Ltd was established in 1996 and now looks after the financial needs of more than 2000 clients. AFG Wealth is a leading offshore wealth and asset management firm which provides a range of services and expert financial advice to private individuals, families, and trustees.

AFG offers bespoke advice to its clients with whom they nurture and value long-standing relationships with. Over the past 20 years, AFG has built a reputation for excellence in the wealth management industry.

The fundamental aim of AFG’s Wealth Management approach is taking the time to completely understand their clients’ outlook on life and how to meet their desired financial objectives. AFG Wealth Ltd stands out in the industry because they give advice that of a team rather than the experience and thoughts of one individual. Coupled with this, AFG Wealth carefully applies the use of selected technological applications to assist their clients on their financial journey.

AFG Wealth Ltd is able to propose recommendations from the whole market, ensures clients understand how the firm manages its finances, monitors global markets and ensuring they match client objectives. Therefore, AFG provides a variety of corporate and administration services to meet a client’s demand. These include corporate re-structuring, wealth and asset protection, international expansion and secretarial services.