Looking to grow and protect your wealth with a strategy that works for you? ICEA LION Private Wealth Management is designed for individuals, trusts, and institutions with investable assets starting from UGX 100 million. Whether you're building a legacy, supporting a cause, or simply planning ahead, this is a smart, flexible way to take control of your financial future.

Flexibility:
You can choose to invest in a single asset class or a balanced mix of assets ranging from Money Market and Fixed Income to Equities, Offshore Funds, Alternative Assets, and Bonds.
Simple Fee Structure:
Our annual management fee is based on your investment size, ensuring you only pay for what you need.
Minimum Investment:
Start with as little as Ugx.100 million and enjoy the benefits of a carefully managed portfolio.
Clear Tax Procedures:
Withholding tax is deducted from your interest and dividends. Tax-exempt clients are welcome; include your exemption certificate with your application.

Understanding Your Goals:
We start with a personal conversation to learn about your investment goals, timeline, and risk appetite.
Get Your Investment Plan:
Our expert team recommends a personalized portfolio built to fit your plan.
Ongoing Management:
We actively manage and adjust your portfolio to respond to market changes while focusing on your long-term goals.
Safe Custody:
Your assets are held separately and under safe custody by KCB Bank, meaning your funds are protected, even if unexpected challenges arise.

Discover your perfect investment path with ICEA LION's Private Wealth Management. We offer a range of options so you can choose what best fits your financial goals. Whether you're looking for low-risk income or more dynamic growth, here's a simple guide to our investment choices:

Money Market

A safe option that focuses on short-term, low-risk assets to provide steady income.

Fixed Income

A balanced mix of money market assets and bonds offers a stable return and keeps your funds accessible.

Balanced Portfolio

A blend of income-generating assets and stocks gives you both steady returns and growth opportunities.

Pure Equities

For investors comfortable with higher risks, this option emphasizes stocks with greater potential for significant gains.

Offshore Funds

Invest beyond borders with options in different currencies and markets for a more diverse portfolio.

Bonds

Secure a steady yield by investing in bonds you can hold until maturity. They are a reliable choice, with the flexibility to liquidate if necessary (though market rates might affect your returns).

Review and Sign:
Read our Private Wealth Management Agreement, complete the forms, and sign to get started.
Verify Your Identity:
Submit a copy of your National ID, Passport, or Driver's License, along with a bank statement (or an equivalent document). Please include your Certificate of Registration, Corporate TIN certificate, and Income Tax exemption certificate (if applicable) for corporate accounts.
Fund Transfer:
Transfer your investment funds using the provided bank details, and share your proof of payment with us (RTGS/EFT copy or cash receipt).