The Conference

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.

2025
Sponsors & Partners

Event Hosts

Platinum Sponsors

Gold Sponsor

Cocktail Sponsor

Event Speakers

Gain exclusive insights from industry leaders on wealth preservation, succession planning, global investments, tax efficiency, impact investing, and more.

marjorie-kivuva-tarra-agility-africa
Marjorie Kivuva

Co - Founder/ Partner - Real Estate & Finance

Tarra Agility Africa

Deep Nagda - Savory&Partners
Deep Jitendra Nagda

Founder & Creative Director

Purple Haze Nairobi

Beatrice
Beatrice Njeri

Co-Founder/Partner - Tax & Accounting

Tarra Agility Africa

Didier
Didier Viney

Managing Director

DTOS

kariuki-ngari-sc
Kariuki Ngari

Chief Executive Officer & Managing Director Kenya & Africa

Standard Chartered

paul-njoki
Paul Njoki

Managing Director

Affluent Banking & Wealth Solutions

Jeremy
Jeremy Savory

Chief Executive Officer

Savory & Partners

Olive
Olive Gathoni

Partner

Keystone Law

Rohit
Rohit Bachani

Co - Founder

Merlin Real Estate

Terry
Terry Antoinette

Managing Director

DTOS International Middle East

ouma-orero-1
Ouma Orero

Head of Wealth Products Kenya and East Africa

Agenda

Join leading financial experts, investment firms, and wealth management professionals for insightful keynotes, expert panels, and interactive discussions.

Tuesday, May 27th 2025

Time

8:00 AM

Sessions & Details

Registration

Time

8:00 AM

Sessions & Details

Registration

Speaker

David Bell

Organisation

PCD Group

Wednesday, June 11th 2025

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

Media

Highlights from HNW Advisor’s past events
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Youtube-colorCreated with Sketch.

Access the Experience

Secure your place at the table

Discover Your Engagement Options

Confirm Attendance

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

Book a Session

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.

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