FRANKLIN BUURI KIRERA
NAIROBI
Summary
Investment Consultant & Director with over a decade of experience in financial management and high-net-worth client relations. Managed KES 0.5Bn+ in assets for 500+ investors, focusing on deal advisory and strategic growth. Dedicated to enhancing trust services in East Africa through innovative client acquisition and comprehensive estate planning solutions.
Overview
1
1
Certification
15
15
years of professional experience
Work History
Investment Consultant & Director
Independent Practice
01.2017 - Current
- Advised on strategic capital allocation, guiding clients through estate planning, succession planning, and long-term wealth preservation to optimise their financial legacies.
- Transitioned 50+ clients from active to passive income generation through structured multi-generational wealth preservation portfolios, securing long-term financial stability.
- Achieved 30% client acquisition growth through sophisticated diaspora market penetration and bespoke investment solutions.
- Conducted comprehensive due diligence and fiduciary analysis for complex investment decisions across diverse asset classes.
- Built and scaled premier investment consultancy for ultra-high-net-worth individuals and corporate clients in East Africa, enhancing client engagement and satisfaction.
Court Attaché
Mombasa Law Courts
Mombasa
01.2023 - 12.2023
- Researched complex legal frameworks, including trust law and estate planning legislation, to support informed decision-making.
- Analysed legal structures governing wealth preservation and succession planning, enhancing understanding of fiduciary relationships.
- Collaborated with team members to achieve target results.
- Managed complaints with calm, clear communication and problem-solving.
- Maintained clean, safe working environments to eliminate accident risks.
Private Wealth Associate
Nabo Capital
01.2020 - 12.2022
- Managed premium portfolio of KES 700M for 170 ultra-high-net-worth clients, ensuring tailored solutions for complex wealth preservation needs.
- Provided strategic consultation on wealth management, succession planning, and estate optimisation, driving tailored solutions for client legacy and growth.
- Implemented goal-based advisory approach focusing on long-term wealth preservation, risk mitigation, and legacy planning.
- Delivered exceptional 30% revenue growth through innovative family office solutions and multi-generational planning strategies.
- Led market segmentation initiatives targeting family enterprises, educational endowments, and institutional wealth management to enhance client engagement and service delivery.
Director
Bedrock Insurance Agency
01.2017 - 12.2020
- Achieved remarkable 150% portfolio expansion from KES 200M to KES 500M through strategic client acquisition and retention.
- Led strategic initiatives targeting emerging wealth preservation opportunities and family office services, contributing to market differentiation.
- Managed brand positioning in competitive high-net-worth market segments, strengthening market presence and client engagement.
- Developed organisational frameworks that enhanced fiduciary compliance and improved operational excellence.
Assistant Business Development Manager
UAP-Old Mutual Investment Services
01.2016 - 12.2017
- Exceeded asset mobilisation targets through strategic relationship management and fiduciary advisory services.
- Delivered investment advisory services, optimising portfolios and preserving wealth for institutional clients.
- Executed multi-channel distribution strategies, enhancing client access to comprehensive wealth management solutions.
Client Relationship Manager & Unit Trust Manager
Old Mutual
01.2011 - 12.2015
- Recognised as top performer across UAP Old Mutual Group for exceptional client advisory excellence.
- Managed client portfolios focused on long-term wealth preservation and multi-generational planning, enhancing client satisfaction and retention.
- Developed investment methodologies tailored to client-specific asset allocation and risk management, improving portfolio performance and risk mitigation.
- Secured 63% year-over-year sales growth through targeted high-net-worth client acquisition strategies.
Education
Bachelor of Laws -
University of Nairobi
07-2026
International Introduction to Securities & Investment -
Chartered Institute for Securities & Investment
UK07-2026
Master of Business Administration - Finance
University of Nairobi
01-2016
Bachelor of Science - Botany & Zoology
University of Nairobi
01-2007
Skills
- Wealth management
- Investment Strategy
- Risk Analytics
- Investment Analytics
- Portfolio Management Systems
- Market Research Platforms
- Strategic planning
- Client engagement
- Advanced Excel
Certification
- Certificate in Digital Marketing, Digital Skills for Africa Ltd (Google Partner), 2018-01-01
- Certificate in Personal Finance Management, Centonomy Ltd, 2013-01-01
- Certificate of Proficiency in Insurance, College of Insurance, 2010-01-01
Accomplishments
- Portfolio Excellence, Successfully expanded client portfolios from KES 200M to KES 1B+ demonstrating exceptional wealth management capabilities.
- Client Retention Leadership, Achieved 70%+ client retention rate through innovative relationship management and fiduciary excellence.
- Business Development Success, Led 30%+ sustainable business growth through strategic market segmentation and client acquisition.
- Industry Thought Leader, Featured expert on K24 Business News discussing 'Unit Trust as Viable Investment Option'.
- Consistent Recognition, Among top advisors (2023-2025) by Old Mutual for exceptional client service and portfolio performance.
References
- Abby Mungai, Head of Private Wealth, Nabo Capital, +254 720 467 239, g.mungai@nabocapital.com
- Justus Kariuki, Associate Director Investments, Acorn Holdings Limited, +254-732-340362, justus.kariuki@gmail.com
- Danny Mucira, General Manager TV, Radio Africa limited, +254 722 843 916
Languages
English
Proficient
C2
Swahili
Proficient
C2
kimeru
Advanced
C1
Interests
- Networking
- Personal development
Timeline
Court Attaché
Mombasa Law Courts
01.2023 - 12.2023
Private Wealth Associate
Nabo Capital
01.2020 - 12.2022
Investment Consultant & Director
Independent Practice
01.2017 - Current
Director
Bedrock Insurance Agency
01.2017 - 12.2020
Assistant Business Development Manager
UAP-Old Mutual Investment Services
01.2016 - 12.2017
Client Relationship Manager & Unit Trust Manager
Old Mutual
01.2011 - 12.2015
Bachelor of Laws -
University of Nairobi
International Introduction to Securities & Investment -
Chartered Institute for Securities & Investment
Master of Business Administration - Finance
University of Nairobi
Bachelor of Science - Botany & Zoology
University of Nairobi