CMA-licensed discretionary and non-discretionary portfolio management — every mandate built around your specific investment objectives, risk profile, and financial goals. Disciplined, transparent, and fully Shariah-compliant.
SIBK is licensed by the Capital Markets Authority of Kenya to provide contractual portfolio management services to individual, institutional, and corporate clients.
We manage investment portfolios in accordance with each client's specific investment mandate, risk profile, and financial objectives — delivering disciplined, transparent portfolio management with complete performance attribution and regular reporting.
All mandates can be structured as fully Shariah-compliant, investing exclusively in Sukuk, Murabaha placements, and Shariah-screened equities. Conventional mandates are equally available across the full spectrum of CMA-approved asset classes.
Choose the mandate structure that best fits your involvement preference, risk appetite, and institutional requirements.
SIBK's portfolio management mandates can encompass a broad range of asset classes — subject to each client's mandate parameters and applicable CMA regulatory guidelines.
For Shariah-compliant mandates, all instruments are independently screened against Islamic finance principles before inclusion — ensuring every holding meets the required standard of compliance throughout the mandate lifecycle.
Every mandate follows a structured four-stage process — from mandate design through to ongoing management and reporting.
Opening a portfolio management mandate with SIBK is straightforward. Our team will guide you through every step from initial enquiry to fully active portfolio.
We take time at the outset to understand your objectives fully — ensuring the mandate we design genuinely reflects your goals, risk tolerance, and any Shariah requirements.
Our four core portfolio management commitments — the standards against which we hold every mandate.
Speak to our portfolio management team today. We will design a mandate that reflects your objectives and deliver the transparent, disciplined management your portfolio deserves.