Premier Tier
Scale your wealth strategically.
For business owners, executives, and high earners with KES 500K–10M. Get a dedicated advisor, tax-optimized strategies, and professional portfolio management — without the institutional minimums.
What you should know
Quick summary (TLDR)
Premier tier is for investors ready to graduate from self-serve to professional guidance. Minimum KES 500,000. Includes dedicated personal advisor, tax-optimized strategies, global market access, quarterly reviews. Perfect if you're a business owner or executive who wants professional guidance without the cost of traditional wealth managers. Can manage USD income, multiple accounts, business wealth separation.
Is this tier right for you?
4 key takeaways for Premier tier
Dedicated advisor access starting from KES 500,000
Tax-optimized portfolio strategies for business owners
Global market access: USD, international funds, offshore structuring
Institutional-grade portfolio management without institutional minimums
Is this tier right for you?
Decision matrix: Which tier fits your situation?
Premier is right for you if: you have KES 500K+ to invest, you want professional guidance but don't want to give up control, you're a business owner or executive with complex income, and you want tax optimization.
| Criteria | Individuals | Premier | Private Wealth | Institution |
|---|---|---|---|---|
| Minimum investment required | KES 50,000+ | KES 500,000+ | KES 10,000,000+ | KES 50,000,000+ |
| Dedicated advisor | No | Yes, personal access | Named, exclusive | Dedicated team |
| Portfolio management | Self-directed | Guided + advisory | Fully managed | Bespoke institutional |
| Global/USD access | Available | Strategic structuring | Advanced planning | Multi-jurisdiction |
| Tax optimization | Basic reporting | Proactive strategies | Comprehensive planning | Compliance-focused |
| Service level | Digital self-serve | Premium hybrid | White-glove | Institutional |
| Best for | Professionals, first-timers | Business owners, executives | Ultra high net worth | Corporations, funds |
Beyond self-serve
Why business owners and executives choose Premier
Self-serve investing is great for simplicity, but complex situations demand professional guidance. Business owners face multi-currency challenges, tax inefficiencies, and portfolio complexity that benefits from expert oversight.
Challenges business owners face
- ✗Business income concentrated in one entity
- ✗Mixing personal and business wealth
- ✗Multi-currency exposure without strategy
- ✗Tax inefficiencies compounding annually
- ✗No clear exit/succession plan
How Premier solves this
- ✓Dedicated advisor plans wealth separation
- ✓Builds diversified personal portfolio outside business
- ✓Strategies for KES/USD income and exposure
- ✓Tax-optimized approach coordinated with accountant
- ✓Succession planning and exit readiness
Real investors. Real results.
How Premier investors are scaling wealth strategically
David, 42
Tech Founder (Exited company)
Challenge
Had KES 80M from business exit. Wanted to diversify globally, optimize taxes, but had no advisor.
Solution
Moved to Premier, got dedicated advisor who built diversified portfolio: 40% money market, 30% global ETFs, 20% tech stocks, 10% USD offshore.
Outcome
Portfolio earning KES 7M+ annually. Tax burden reduced 30% through strategic structuring. Peace of mind with quarterly advisor reviews.
Njoki, 38
Managing Director (Multinational)
Challenge
Income across KES and USD. Wanted advisor guidance but found it too expensive. Self-serve platform felt insufficient for complexity.
Solution
Premier tier gave her dedicated advisor, tax-optimized multi-currency strategy, and quarterly portfolio reviews.
Outcome
Portfolio grew from KES 2.5M to KES 4.8M in 3 years. Now builds wealth outside corporate compensation with professional guidance.
Raj & Family, 50
Business Owner (Thriving enterprise)
Challenge
Built successful business. Wanted to separate personal wealth from business risk. Needed global diversification strategy.
Solution
Premier advisor helped structure: business account in KES, personal portfolio in USD/global, rebalancing strategy.
Outcome
Personal portfolio now generates passive income greater than business salary. Business risk no longer threatens family wealth.
What's included
Complete feature checklist for Premier tier
Professional advisory with flexibility. Your advisor recommends, you decide.
Dedicated personal advisor, your single point of contact
Tax-optimized portfolio strategies specific to your situation
Global market access with professional currency management
Quarterly reviews and proactive rebalancing recommendations
Multi-asset strategies (KES, USD, global, commodities)
Guidance for business owners on wealth separation
Full platform access + premium advisor support
Flexible: advisory only or let advisor manage your portfolio
Institutional-grade reporting and performance tracking
Clear upgrade path to Private Wealth tier at KES 10M+
Next steps
Schedule your consultation
Book with an advisor
30-minute consultation. Discuss your situation, goals, whether Premier fits. No obligation.
Schedule nowGrowth path
As your wealth grows beyond KES 10M
Upgrade to Private Wealth tier for fully dedicated management, institutional strategies, and comprehensive wealth planning.
KES 500K–10M
You are here
Dedicated advisor, tax strategies, quarterly reviews.
→
Premium Services for Growth
A dedicated advisor plus advanced portfolio management to scale your wealth strategically.
Wealth Management
Comprehensive wealth management and advisory services.
Financial Planning
Goal-based planning to build and protect your wealth.
Investments & Portfolio Management
Diversified portfolios managed with discipline and expertise.
Offshore & USD Investments
Diversify into global markets and USD-denominated assets.
Generational Wealth Planning
Build and preserve wealth across generations.
Small Business Services
Financial management and investment solutions for business owners.
What This Tier Covers
Ready to get started?
Open your account or schedule a consultation to see how we can help you build wealth.
Schedule ConsultationReady for professional guidance?
If you have KES 500K+ and want a dedicated advisor, let's talk. Initial consultation is free, no obligation.
Questions? Email hello@ndovu.co or visit /contact