An exclusive gathering connecting top leaders with the world’s finest financial minds
The Nairobi Private Wealth Conference is an exclusive gathering designed to connect High-Net-Worth Individuals (HNWIs), C-Suite Executives, Founders, Industrialists, Family Office Managers, and Financial Advisors with leading financial institutions, investment firms, and wealth management professionals.
Set against the backdrop of Nairobi’s expanding financial hub, the conference serves as a strategic platform for thought leadership, investment opportunities, and bespoke financial solutions in Africa’s wealth sector.
Gain exclusive insights from industry leaders on wealth preservation, succession planning, global investments, tax efficiency, impact investing, and more.
Co - Founder/ Partner - Real Estate & Finance
Tarra Agility Africa
Marjorie Kivuva is a seasoned legal expert with over a decade of experience in real estate, finance law, and complex commercial transactions across East Africa. She is the Co-Founder and Partner at Tarra Agility Africa, where she leads on real estate structuring, public-private partnerships, acquisition finance, and fintech law. Marjorie is also the Founder and Managing Partner at Kivuva & Company Advocates, a boutique firm known for its excellence in banking and finance, corporate governance, and regulatory compliance. Her strategic legal insights are shaped by her tenure in leading roles such as Senior Legal Counsel at Lordship Africa and Principal Associate at ALN Kenya | Anjarwalla & Khanna.
Deep Jitendra Nagda is the visionary behind Purple Haze Nairobi, an award-winning residential development that has redefined luxury living in Kenya. Under his leadership, Purple Haze has garnered international acclaim, including the Best Residential Development in Africa and a 5-Star Rating in Kenya at the 2018–2019 International Property Awards. The development was also nominated among the top global projects in its category. Previously, it secured the Best Architecture (Multiple Residence) in Africa award for 2016–2017. Deep’s approach blends modern design with wellness-centric living, positioning Purple Haze as a landmark in Nairobi’s real estate landscape.
Beatrice Njeri is a multidisciplinary finance and tax professional with over 14 years of progressive experience in tax advisory, accounting, and corporate financial structuring across both public and private sectors in Africa. She currently serves as Co-founder and Partner at Tarra Agility Africa, a boutique international advisory firm providing bespoke legal, tax, and accounting solutions to enable ambitious indigenous and foreign investments across the continent. In this role, she leads strategic engagements focused on transaction structuring, cross-border tax optimization, and regulatory compliance for high-growth enterprises and institutional investors. Beatrice is also the Head of Tax and Accounting at Ushuru.co.ke, where she oversees end-to-end tax compliance, strategic advisory, and financial reporting for SMEs, corporates, and high-net-worth individuals. Under her leadership, the firm has developed agile, client-centered solutions that enhance financial governance and ensure alignment with dynamic fiscal policies in Kenya and across the region.
Didier Viney is an accomplished financial strategist and cross-border investment advisor with over 20 years of executive experience spanning corporate finance, international tax structuring, and fiduciary services. As Managing Director of DTOS Investor Services Ltd, he leads the firm’s strategic growth and client delivery in Mauritius, offering tailored investment advisory and outsourcing solutions to global businesses and institutional investors. He concurrently serves as Head of International Operations and Outsourcing at DTOS Ltd, where he has played a pivotal role in scaling the firm’s international footprint, particularly through the establishment and management of high-compliance investment vehicles and Africa-focused structuring mandates.
Chief Executive Officer & Managing Director Kenya & Africa
Standard Chartered
Kariuki Nagari is a highly accomplished banking executive with 30 years of experience, having played a pivotal role in transforming Consumer Banking at Standard Chartered Bank Kenya and across the Africa Region. As the Global Head of Retail Distribution for Standard Chartered Bank in Singapore, he was instrumental in shaping the future of retail banking, leading the digitization of physical, voice, and virtual channels to enhance customer experience and operational efficiency.
His tenure as Regional Head of Retail Clients, Africa (2013-2015) and Executive Director of Standard Chartered Bank Kenya (2009-2013) further solidified his reputation for driving innovation and strategic growth in the financial sector. Kariuki has also held senior leadership roles at Absa Bank Kenya PLC, where he contributed to advancing retail banking strategies.
In addition to his executive leadership, Kariuki holds multiple board positions, serving as a Non-Executive Director at Standard Chartered Bank Uganda and providing strategic oversight on various Standard Chartered Bank Kenya subsidiary boards. His commitment to sustainable business practices is evident in his role on the Board of the UN Global Compact, where he contributes to global initiatives that align business growth with environmental and social responsibility.
Paul is currently the Managing Director, Affluent Banking & Wealth Solutions, in Kenya
& East Africa. He focuses on helping clients building portfolios that meet both local
and foreign currencies diversification bearing today’s cashflow needs, tomorrow’s life
objectives and forever legacy goals.
He is a Chartered Financial Analyst (CFA), Qualified Accountant (ACCA), Member of
Chartered Institute for Securities & Investment (CISI), sits in the CISI Advisory
Board in Kenya and is a Registered Member by Institute of Investments and Financial
Analysts (ICIFA) with a practicing license in Kenya.
He has worked internationally with HSBC Bank and Deloitte with career spanning from
Audit, Finance, Global Banking & Markets and Wealth. An Engineer turned Finance
Professional, Paul is passionate on helping clients create, grow and protect their
wealth.
Jeremy Savory, Founder and CEO of Savory & Partners, leads one of the world’s most prestigious High-Net-Worth (HNW) citizenship by investment firms, with a presence in over 20 jurisdictions, including key European markets. His firm was the first to secure all five authorized agent licenses from the governments of Grenada, Antigua & Barbuda, St. Kitts & Nevis, Dominica, and St. Lucia, solidifying its reputation as a trusted leader in the investment migration industry. With an unmatched 100% success rate, Savory & Partners has facilitated over 4,000 second citizenship approvals, offering tailored solutions to elite investors seeking global mobility, asset protection, and wealth preservation.
As the custodian of a family business with roots dating back to 1797, Savory has a deep understanding of legacy planning, ensuring that his clients’ investments serve both their immediate needs and future generations. A strong proponent of enhanced due diligence and governance, he actively advocates for higher industry standards to strengthen the credibility of the citizenship by investment sector. Holding multiple citizenships himself, Savory frequently engages with governments and investors, championing the strategic advantages of global citizenship in an increasingly interconnected world.
Olive Gathoni is a distinguished family law practitioner with over a decade of cross-jurisdictional experience, specializing in complex, high-net-worth cases that often involve international elements. A Partner at Keystone Law, Olive brings a nuanced understanding of both UK and Kenyan legal systems. Her legal career spans leading firms such as Burgess Mee Family Law, The International Family Law Group LLP, and Slater and Gordon Lawyers (UK), where she advised on intricate matters including international divorces, financial settlements, and children relocation disputes. With academic credentials from BPP Law School (Distinction, LPC) and a Master of Laws in Human Rights from the University of Leicester, Olive combines legal precision with a deep commitment to justice and client advocacy
Rohit Bachani is an accomplished entrepreneur and co-founder with over two decades of experience across multiple industries, including real estate, life sciences, digital technology, and agriculture. He is currently the Co-Founder of Merlin Real Estate, where he plays a key advisory role, leveraging his deep knowledge of the UAE Market to connect with clients and provide tailored real estate solutions. As the Co-Founder of Merlin Life Sciences, Rohit is dedicated to transforming heart disease treatment through FDA-approved, non-invasive machines, offering a cost-effective and more efficient alternative to angioplasty. His diverse portfolio also includes his ventures in agriculture with Merlin Farms and in digital technology with Merlin Digital, where he has served as a founder, pioneering innovations for over 27 years.
Terry Antoinette is a Chartered Accountant with extensive experience in financial management, regulatory compliance, and taxation. His expertise includes the preparation of financial statements, financial analysis, and business planning. He has successfully assisted clients in implementing new systems, driving business process transformation, and leveraging automation to enhance operational efficiency and effectiveness. His core strength lies in delivering results and building high-performance teams.
DTOS is a premier financial services provider in Mauritius’ Global Business Sector. We offer expert advisory services to help clients navigate complex regulatory landscapes and secure their financial futures. With a client portfolio exceeding a thousand corporate and private entities, financial institutions, and investment funds—including Fortune 500 companies—we have played a pivotal role in structuring investments across Africa, India, Asia, and beyond. Our commitment to excellence extends globally, with strong delivery capabilities in Mauritius, the Middle East, and East Africa. DTOS operates as part of IBL Group, the largest conglomerate in Mauritius.
Mr. Ouma Orero is the head of Wealth Products Kenya and East Africa since 2020.
Orero has a career spanning over 19 years in Banking and Wealth Management across Africa, he has worked in senior roles covering Kenya, Uganda, Tanzania, Nigeria , Ghana ,Zambia and Botswana with responsibilities overseeing wealth products growth in these markets.
His key areas of expertise include formulating and implementing high level strategy and business models to deliver commercial objectives; assembling and leading successful senior management teams; driving major revenue generation, cost rationalization and process re-engineering programs; embedding robust performance management to drive sales, service, and operational excellence; and a deep understanding of risk management within Wealth Management.
Orero is a Chartered member of the CISI (Chartered institute of securities and Investment UK), a Member of ACI – Financial Markets Association – Kenya Chapter and Member of ICIFA (The Institute of Certified Investment and Financial Analysts- Kenya).
Join leading financial experts, investment firms, and wealth management professionals for insightful keynotes, expert panels, and interactive discussions.
Time
8:00 AM
Sessions & Details
Registration
Time
8:00 AM
Sessions & Details
Registration
Speaker
David Bell
Organisation
PCD Group
Time
Sessions & Details
Speaker
Organisation
8:00 AM
Registration and Welcome Coffee
Participant registration, booking
private consultations, and sign-up for
breakout sessions
Tarra Agility Africa
Tarra Agility Africa
8:45 AM
MC Calls the Meeting to order
Overview of the day’s agenda
and the Event Programme.
Yvonne Okwara
8:55 AM
Keynote Address
Welcome Remarks by the conference
organizer and host on How global shifts
reshape African wealth strategy
Marjorie Kivuva
Tarra Agility Africa
Tarra Agility Africa
9:15 AM
Panel 1 – Global Context Changes Everything
High Level Moderated Panel 1:
Access | Advantage | Assurance
Beatrice Njeri -
Co - Founder / Partner
- Tax & Accounting
Tarra Agility Africa
Terry Antoinette –
Managing Director,
DTOS International Middle East
Paul NJoki -
Managing Director, Affluent Banking &
Wealth Solutions, Kenya & East Africa,
Standard Chartered
Jeremy Savory -
Chief Executive Officer,
Savory & Partners
Savory & Partners – Mobility (passports, visas, tax)
Yvone Okwara
10:00 AM
Tea Break & Networking
Coffee, tea, and light refreshments will be served.
Attendees will have the opportunity to connect with both speakers and fellow participants.
10.30 AM
CEO Spotlight: Executive Remarks
Standard Chartered commitment to
Africa’s current / next-gen legacy builders
Kariuki Ngari
Standard Chartered
Standard Chartered
10:40 AM
Panel 2 – Building & Protecting Wealth Globally
High Level Moderated Panel 2:
12 Minutes Live Q&A
Edith Chumba -
Head Consumer, Private & Business
Banking, Kenya & East Africa
Standard Chartered
Ouma Orero –
Head Wealth Markets
Products And Sales, East Africa,
Standard Chartered
Olive Gathoni -
Partner,
Keystone Law - United Kingdom
Rohit Bachani -
Co - Founder,
Merlin Real Estate
Yvonne Okwara
Standard Chartered, Keystone Law, Merlin Real Estate
Standard Chartered, Keystone Law, Merlin Real Estate
11.40 AM
CEO Spotlight: Executive Remarks
Yvonne Okwara MC / Moderator
Live Q&A
Corporate Structuring in a Complex
Regulatory Environment: Strategies for
Growth & Risk Mitigation
Didier Viney
DTOS Group
DTOS Group
12:10 PM
CEO Spotlight: Executive Remarks
Live Q&A
Yvonne Okwara
MC / Moderator
Global Mobility Strategies for
African Wealth Holders
Jeremy Savory - Chief Executive Officer
Savory & Partners
Savory & Partners
1:00 PM
Lunch Break & Networking
Networking and informal discussions.
2.00 PM
Breakout Sessions
Tarra Agility Africa,
DTOS,
Standard Chartered,
Savory & Partners.
AMALA
TABORA
TALEK 1
TALEK 2
Tarra Agility Africa, DTOS, Standard Chartered, Savory & Partners.
Tarra Agility Africa, DTOS, Standard Chartered, Savory & Partners.
3:30 PM
Cocktail / Art / Seating
Curated By Host
Tarra Agility Africa
Tarra Agility Africa
4.00 PM
Closing Remarks
Final speech to inspire and summarise key takeaways.
Recognition of sponsors, partners, or outstanding participants.
Thank you note from the organizer.
David Bell
PCD Group
PCD Group
4.30 PM
Cocktail + Reception
Featuring a Live
Performance by the
Enkare String Quartet
Nairobi Private Wealth Conference
2025 Edition
2023 Highlights
2022 Highlights
2024 Highlights
2024 Highlights
2024 Highlights
2024 Highlights
Secure your place at the table
Confirm your attendance and immerse yourself in a dynamic program designed to inform, inspire, and connect.
Gain fresh perspectives, explore emerging opportunities, and build strategic relationships that support your long-term investment goals
Customize your conference experience by booking a one-on-one private consultation or joining a focused breakout session. Whether you seek tailored advice from senior partners or want to engage in deeper discussions with peers and experts, these sessions offer valuable opportunities to explore your interests, investment goals, and strategic connections.
To request an exclusive invitation to the Nairobi Private Wealth Conference 2025, please enter your personal details below. Kindly note that submitting a request does not guarantee an invitation.
The Nairobi Private Wealth Conference is an exclusive gathering designed to connect High-Net-Worth Individuals (HNWIs), C-Suite Executives, Founders, Industrialists, Family Office Managers, and Financial Advisors with leading financial institutions, investment firms, and wealth management professionals.
Event Enquiries
partners@tarraagility.com
Partnership Enquiries
partners@tarraagility.com
© 2025 Nairobi Private Wealth Conference. All rights reserved
Before You Leave
To continue enjoying more precise services from Tarra Agility Africa, we’d like to know you better. Please share your details here.