We have over 10 years of experience in the financial industry .
Our Reason for Being
About 70% of funds are stored in banks with low to no interest earning on the funds.
About 20% of the funds are held in treasury bills and other low risk products. Only 10% or less is held in other cash management products such as REITS, Corporate Bonds, Commercial Papers and Unit Trusts.
As our economy becomes more sophisticated with diverse products for cash management, it is becoming imperative for treasuries to receive training and partner with consultants who will provide them with research, information and access to the highest yielding products for their cash situation while mitigating risks.
Rubiani Wealth Management is you ideal partner for this and we endeavor to provide only the best to our clients.
Any business or organization that manages cash-flows as part of their operation has an opportunity to grow and maximize on their funds returns while balancing their needs for liquidity. For this reason, our clients range from NGOs, learning institutions, consulting firms, brokers, SMEs, large corporations, service providers and many more.
Looking to get financing for projects or for your cashflow? We can provide you with consultancy and link you to a variety of financiers.
Investment Consultant
Lead training coordinator with years of experience in financial concepts and research. Has Capital Markets Authority (CMA) CISI and Insurance Regulatory Authority(IRA) COP qualifications.
Investment Consultant
Anne Chege has over 15 years in the investment sector having worked for the Nairobi Securities Exchange, a stockbroker, a fund manager and an investment bank. She is a CFA Chatter Holder and CISI qualified.
