Global Markets, Clearly Explained
Portfolios of shares, funds and bonds from the US, UK, Europe and Asia, built around your goals.
Who We Are
The investment arm of Golden Eagle Insurance Agency, based in Nairobi. We help Kenyan individuals, families and businesses invest beyond the local market, with a clear plan.
Your Adviser
Lydia Wanjiku Mwangi, Lead Advisor
Lydia founded Golden Eagle and leads the advisory. She has worked in insurance since 2003 and was previously a Global Markets Specialist at Dyer & Blair. You deal with her directly, in person and by appointment.
What We Do
What Your Adviser Does
We research companies and markets, build a diversified portfolio around your goals, and adjust it as conditions change.
Before you invest, we explain what each holding is, why it’s there and how it fits your plan. After that, we keep you updated.
Research
We study markets, sectors and companies before investing.
Portfolio Construction
A spread of holdings, built around your goals.
Risk Management
Position sizes and diversification designed to protect capital.
Plain Explanations
Every holding, and the reason for it, explained before you invest.
What You Can Invest In
Shares, Funds and Bonds From Markets Worldwide
Investments listed on recognised exchanges in the United States, United Kingdom, Europe and Asia.
Equities
Shares in established companies on major exchanges.
ETFs
Low-cost funds that track a market or sector.
REITs
Income from property, through listed real estate funds.
Fixed Income
Bonds, to add stability to a portfolio.
Managed Funds
Diversified funds run by professional managers.
Multi-Asset Portfolios
A blend of the above, built around your goals.
Where we invest changes with market conditions, valuations and long-term trends.
The Platform
Where Your Investments Are Held
Investors Trust
Cayman Islands
Your investments are held on Investors Trust, a life assurance and investment company regulated by the Cayman Islands Monetary Authority (CIMA). Its international platform gives you access to global markets and keeps part of your savings outside a single jurisdiction.
Our Growth Objective
Preserve Capital, Then Compound It
The portfolios we construct are managed toward a long-term objective of compounding capital at a rate that, if sustained, would aim to double portfolio value in approximately five years. This objective shapes how we select investments, size positions, and manage risk.
Important Information
This is a long-term target that informs how we build and manage portfolios. It is not a promise or guarantee of returns. Investment values rise and fall, past performance does not indicate future results, currency movements can affect value, and you may get back less than you invest. Any investment decision should be based on your own circumstances and the full terms provided during a personalised suitability assessment.
Try the Numbers
See How Regular Investing Can Compound
Move the sliders to see how monthly contributions could grow. It’s an illustration, not a forecast.
Estimated Value
KES 4,096,900
after 10 years
Illustrative only. Investment returns are not guaranteed, values can fall as well as rise, and you may get back less than you invest. Actual results depend on markets, charges, and your circumstances.
Discuss your planExperience Through Real Market Cycles
We’ve invested through the 2020 COVID-19 crash, the 2022 correction after Russia’s invasion of Ukraine, and other volatile periods. That experience shapes how carefully we manage risk today.
Planning Around Your Goals
Investing With a Purpose
Tell us what the money is for, and we’ll build the plan around it.
Education Funds
Save steadily, so the fees are ready when school and university begin.
Retirement Planning
Build savings that can fund the years after you stop working.
Wealth Creation
Grow long-term savings through a diversified, managed portfolio.
Why Invest With Golden Eagle
The platform holds your investments. Your adviser is the person you deal with.
Your Goals First
We start from what you're saving for, then choose the investments.
Global Markets, Local Adviser
Invest worldwide, with an adviser you meet in person in Nairobi.
A Disciplined Approach
Quality holdings, diversification and careful risk management.
Clear Reporting
Regular updates, with the reasoning written down.
Talk to Lydia About Your Portfolio
Book a confidential consultation. We’ll talk through your goals and how a global portfolio could fit them.
Golden Eagle Global Markets Investment Advisory is the investment advisory division of Golden Eagle Insurance Agency Ltd, licensed by the Insurance Regulatory Authority of Kenya (IRA Reg. No. 11611). International investment solutions are facilitated through Investors Trust, regulated by the Cayman Islands Monetary Authority (CIMA), subject to applicable laws, regulations, and investment suitability requirements. Investing involves risk, including the possible loss of capital. The value of investments and any income from them can fall as well as rise, and past performance is not a reliable indicator of future results.