Clear, honest answers about how we work, who we serve, and what you can realistically expect from engaging Omega Capital Ltd.
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Book a Call →Omega Capital Ltd is a full-service financial advisory firm specialising in investment management, corporate finance, capital raising, private wealth management, and business advisory. We serve corporations, SMEs, high-net-worth individuals, institutional investors, and government entities across East Africa, providing the financial intelligence and strategic guidance needed to grow wealth, raise capital, and execute complex transactions successfully.
Our primary markets are Kenya, Uganda, Tanzania, Rwanda, and the broader East African Community (EAC). We also advise international investors seeking exposure to East African capital markets and facilitate cross-border transactions across Sub-Saharan Africa. Our Nairobi headquarters serves as the hub for all regional mandates.
Yes. Omega Capital Ltd is licensed and regulated by the Capital Markets Authority (CMA) of Kenya. We comply fully with all applicable financial services regulations across our active markets. Our advisors hold internationally recognised professional qualifications including CFA, ACCA, CFP, and CISI credentials. All regulatory documentation is available to clients and prospective clients upon request.
For individual investment advisory and portfolio management, our minimum engagement is KES 2 million. For private wealth mandates and family office services, the minimum is KES 10 million. For SME business advisory engagements, minimums depend on the scope of the mandate. We encourage prospective clients to contact us regardless of their current portfolio size — we assess every situation individually and have structured services at multiple levels.
We never guarantee specific returns — any financial advisor who does should raise serious concern. What we can tell you is that our managed portfolios have delivered an average annual return of 18.4% over the past five years (gross of fees), compared to the NSE 20-Share Index return of 11.2% over the same period. Returns vary significantly based on portfolio type, risk tolerance, market conditions, and investment horizon. We set realistic expectations during our initial consultation and provide transparent performance reporting throughout our engagement.
All portfolio management clients receive detailed monthly performance reports, weekly market commentary updates, and access to our client portal for real-time portfolio monitoring. Quarterly strategy review meetings with your assigned senior advisor are standard across all portfolio mandates. We also provide immediate alerts whenever market conditions prompt a strategic recommendation change.
Our valuation process begins with a comprehensive data collection phase — financial statements, management accounts, operational metrics, and market positioning analysis. Our CFA-qualified analysts apply internationally accepted methodologies including Discounted Cash Flow (DCF), comparable company analysis, and precedent transaction analysis, weighted appropriately for your industry and market context. Typical turnaround for a full valuation report is 3–6 weeks, depending on business complexity and data availability.
Absolutely — and many of our most successful capital raising mandates have been for businesses approaching institutional financing for the first time. We begin with a readiness assessment, helping you prepare your financial information, investor materials, and governance standards to meet investor expectations. We then manage the entire process from investor identification through to term sheet negotiation and close.
We maintain a transparent, conflict-free fee structure across all service lines. Portfolio management fees are asset-based (typically 0.8%–1.5% p.a. depending on portfolio size). Corporate finance advisory fees are project-based or retainer-based, agreed in full before engagement commences. Capital raising mandates typically include a retainer component and a success fee on close. We provide a detailed fee schedule in writing before any engagement begins. We do not accept undisclosed commissions from any third party.
No. We offer a complimentary 30-minute introductory consultation with one of our senior advisors. This gives us the opportunity to understand your situation and gives you the chance to assess whether our approach is the right fit — with no pressure and no commitment required. To schedule yours, visit our Contact page or call our Nairobi office directly.
Our private wealth service is holistic — it goes far beyond investment portfolio management. For high-net-worth individuals and family offices, we address the full wealth picture: investment strategy, tax efficiency, estate and succession planning, philanthropic structuring, insurance adequacy, business and personal finance integration, and multi-generational wealth preservation. You receive a dedicated senior advisor and access to our full team of specialists as a single, coordinated service.
Client confidentiality is foundational to our practice. All client relationships are governed by a comprehensive non-disclosure agreement. Internal access to client financial information is strictly controlled on a need-to-know basis. We never reference specific client names or portfolio details in any public communication without explicit written consent. Our data security practices are reviewed annually and aligned with international financial services standards.