Published On: September 18, 2023|Categories: News|By |

Captains of Industry Power Breakfast: Navigating Wealth Management Across Generations

It was all pomp and colour on Friday, 15th September 2023 at the Villa Rosa Kempinski Hotel as we hosted the Captains of Industry Power Breakfast, a networking breakfast event bringing together more than 150 entrepreneurs from various industries across the country.

Under the theme of Wealth Management for Multi Generations, the event brought together brilliant entrepreneurial minds to delve into this pivotal topic.

Our panelists, Phyllis Kimani, Chief Retail Officer, Family Bank Group Limited, Peter Wachira Maina, ICEA Lion Trust, Ronald N. Bwosi, Group Managing Partner at Ronalds LLP and Peter Wachira, Partner at Moran Wealth Capital Management Limited shared their experiences and in-depth insights on the topic of wealth management. Some of the key takeaways from the panel session were:

Setting up Structures for Success. The importance of establishing the right business structures was a recurring theme. From legal frameworks to operational setups, the significance of a solid foundation for sustained growth resonated throughout the discussions.

Opportunities in Africa Continental Free Trade Area (AfCFTA). The panel discussions delved into the vast opportunities that await SMEs through strategic partnerships and explored the implications of the African Continental Free Trade Agreement (AfCFTA). The potential for businesses to thrive on a continental scale was truly inspiring.

Building a Legacy. Building upon the legacy of wealth took center stage. The conversation ventured into strategies for creating enduring prosperity that spans generations. It underscores our commitment to securing financial well-being for families and businesses alike.

The insights shared during this breakfast were akin to a feast for the mind, enriching our understanding of wealth management in the 21st century. This breakfast event further served as a catalyst for positive change. As we collaboratively chart the course of wealth management across generations, we need to move forward armed with knowledge, purpose, and the ambition to create enduring financial legacies.

Article by Juliet Hinga