Welcome

Hi, I’m Ruth Wangeci

Your Trusted Partner in

Investment Advice

And Portfolio Management

Welcome to my official website. With over 10 years of experience in Assets Management and Wealth Advisory, I help clients navigate complex financial markets with tailored investment strategies and personalized portfolio management solutions.”

About Me

I’m Ruth Wangeci, a Nairobi-based Senior Wealth Advisor with over a decade of proven expertise in assets management. My journey has been defined by a passion for strategic growth and a commitment to delivering sound investment advice. I’ve dedicated my career to empowering clients with the insights and strategies needed to achieve their financial goals.

10+ Years of Experience:

Over a decade of delivering comprehensive wealth management strategies in highly dynamic and competitive markets.

Expert Investment Advisor

Get personalized investment advice and portfolio management, supported by in-depth market research and data-driven insights.

Proven Track Record

Demonstrated impeccable success in client satisfaction via personalized service, cutting-edge insights and integrated financial solutions.

Innovative Solutions

Known for integrating market insights with creative wealth-building strategies to optimize your financial outcomes for long-term success.

My Services

Investment Advice

I offer personalized investment advice designed to align with your personal goals, unique financial aspirations and risk tolerance, empowering you to grow and protect your investments. Drawing from over a decade of experience in the financial services industry, I combine thorough market analysis with a deep understanding of emerging trends. My approach ensures that every recommendation is strategic, data-driven, and tailored to help you navigate the complexities of today’s investments landscape.

Portfolio Management

With a proactive and detail-oriented strategy, I provide comprehensive portfolio management services focused on maximizing returns, minimizing risk, and giving you the confidence that your investments are working as hard as you are. I work closely with my clients to curate diversified asset allocations, continuously monitoring and rebalancing portfolios to adapt to market shifts, and align with clients’ evolving financial goals. This service is designed to optimize returns and ensure stability, offering you peace of mind and a robust foundation for long-term financial success.

Financial Planning

My financial planning service takes a holistic approach to your financial well-being. By integrating retirement, tax, education, and wealth transfer strategies with your comprehensive financial goals, I develop a cohesive plan that addresses every facet of your financial life. Whether you’re planning for retirement, saving for significant milestones, or seeking to secure your financial future, my client-first and personalized planning ensures you have a clear financial roadmap to achieve your aspirations while staying agile in a dynamic market.

My Resume

Experiences

  • 1 Jan 2022 - Present Senior Wealth Advisor CIC ASSET MANAGEMENT I provide strategic financial guidance and tailored investment solutions to high-net-worth clients. I leverage comprehensive market insights and robust portfolio management strategies to design personalized wealth plans that align with each client’s risk profile and long-term financial objectives. My focus is on building enduring relationships through proactive client engagement and delivering actionable advice that navigates complex market dynamics while ensuring stability and growth.
  • 2 Sep 2014 -Dec 2021 Business Unit Manager CIC Insurance Company I oversaw the strategic direction and daily operations of my unit, ensuring that our objectives aligned with the broader organizational goals. I led cross-functional teams to drive innovation, efficiency, and profitability while maintaining a keen focus on customer satisfaction and market trends. By implementing process improvements and fostering a collaborative work environment, I consistently delivered results that enhanced our competitive edge and contributed to sustainable business growth.

Education

  • 4 2015 Bachelor's Degree -Business Administration (Marketing Option) Kenya Methodist University During my studies, I explored areas such as market research, consumer behavior, digital marketing, and brand management, which enabled me to understand and influence market trends effectively. The program combined theoretical insights with practical applications through hands-on projects and case studies, preparing me to drive innovative solutions in competitive business environments
  • 5 2012 Diploma, Business and Management. Kenyatta University Kenyatta University The program equipped me with a comprehensive understanding of core business operations and management strategies. The curriculum emphasized the practical application of management theories through hands-on projects and real-world case studies, enabling me to develop critical skills in leadership, financial analysis, strategic planning, and organizational behavior. This foundation prepared me to effectively navigate business challenges and implement sound management practices in dynamic environments.
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AWARDS WINNING

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    Address

    Nairobi Kenya

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