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
15
15
years of professional experience
1
1
Certification
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