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Clarity. Confidence. Legacy.
We help successful families and entrepreneurs with ties to Kenya and beyond build, manage, and preserve wealth across generations.
Waugh McDonald Wealth Management combines global investment expertise with deeply personal advice. We simplify complexity, align your wealth with your values, and help you make confident decisions for the future.
Integrity & Transparency
We believe exceptional wealth management begins with unwavering ethical standards. Our approach is built on complete transparency in processes, investments, and fee structures, with clear reporting at every stage of your wealth journey.
Client Focused Outcomes
Your goals define our strategy. We translate your aspirations into concrete financial objectives, shielding you from market noise through a disciplined investment approach that keeps you firmly on track toward your established goals.
Goals-Based Planning
We translate your aspirations into measurable financial objectives, creating a roadmap for long-term success.
Multi-Generational Perspective
We help you navigate the complexities of preserving wealth across generations while respecting family values.
Global Expertise, Local Knowledge
Our exclusive strategic partnership with Morningstar Wealth brings institutional-grade investment capabilities to Kenya's wealth landscape.
As Morningstar Wealth's inaugural strategic partner in Africa, we provide access to research from over 400 investment professionals worldwide, delivering sophisticated investment solutions previously unavailable in the region.
Recognised for integrity and ethical excellence
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