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Your Vision. Our Expertise
Glass office towers of a financial district seen from street level, looking up

Global Markets. Local Expertise.

Helping Kenyans build lasting wealth through smart local and global investment opportunities. With trusted advice tailored to your goals, we make investing simple, confident, and accessible.

  • Fee-based, not commission-driven
  • NSE and offshore coverage
  • Plain-language reporting

Slide 1 of 6: Global Markets. Local Expertise.

Why clients stay

12+

Years advising Kenyan investors

300+

Households and family offices served

20+

Markets accessible through our partners

100%

Fee-based — we are paid by you, not by product

Figures describe the scale of our practice. They are not a forecast, a performance record, or a promise of any particular outcome.

Our Key Services

  • Offshore Stocks Advisory

    Diversify beyond borders. Invest in the world's leading companies — from the US to Europe and beyond — with guidance on brokers, currency and portfolio strategy.

    Learn moreabout Offshore Stocks Advisory
  • Local Stocks Advisory

    Grow wealth with NSE and regional opportunities. From opening your CDS account to picking fundamentally strong counters, we help you invest profitably in the market you know best.

    Learn moreabout Local Stocks Advisory
  • Retirement Planning

    Know your retirement number, optimize your pension and build income that outlives your payslip — whether you retire in thirty years or five.

    Learn moreabout Retirement Planning
  • Financial Coaching

    One-on-one guidance to master your money. Budgeting, debt clearance, saving discipline and your first investments — with a personal coach in your corner.

    Learn moreabout Financial Coaching

Why Investors Across Kenya Choose VEO

  • Local roots, global reach

    Advising on markets from Nairobi to New York.

  • Plain-language advice

    Every recommendation explained clearly, so you always know what your money is doing and why.

  • Personalized plans

    No template portfolios. Every strategy starts from your vision, timeline and risk comfort.

  • A partner, not a report

    Ongoing reviews and support from your first consultation to long-term growth.

How it works

Four steps, then a long relationship

The first three take about a month. The fourth is the part that actually compounds.

  1. Discovery conversation

    A free 45-minute conversation about your goals, obligations and what has and has not worked for you before. No documents required.

    45 minutes

  2. Financial review

    We map what you hold, what it costs you and what it is exposed to — including the pension and insurance products most people have never had explained.

    1–2 weeks

  3. Your written plan

    A recommended allocation with the reasoning, the fees and the risks set out in full, plus the specific circumstances under which we would change it.

    1 week

  4. Implementation and review

    We put the plan into effect, then meet quarterly to rebalance, revisit assumptions and adjust as your life changes.

    Ongoing

Insights

What we are reading and writing

Research notes and practical guidance, published as we work.

All insights

Let's Build Your Financial Future Today

One conversation can change your financial direction. Tell us your vision — we'll bring the expertise.

Important information

Investment involves risk. Content on this website is for general information and does not constitute a guarantee of returns. Speak to a VEO consultant for advice tailored to your circumstances.