Our international range of Investment Services cover stock market investments, government securities, trusts and bank accounts.

Investment Management Services (IMS)

Our Investment Management Services provides all facilities required by investors for investing and managing a portfolio of shares and government securities through a one-point contact in a personalized and professional environment of a commercial bank.

Services include opening securities accounts, facilitation of purchase and sale of securities from the stock market, fiduciary services and investment in government securities.

Who are eligible for I&M Bank’s Investment Management Services (IMS)?

  • Local and foreign individuals
  • Corporates and institutions,
  • High Net worth clients,
  • Pension & Provident schemes,
  • Fund Managers
  • Collective Investment Schemes,
  • Insurance Companies

How to sign up

  • Meet a bank representative at any of our branches who will discuss, understand your requirements and advice you on the most appropriate service; or,
  • Contact our Custody & Investment Management team on the numbers below
  • Sign up a Custody / Investment Management Agreement with the I&M Bank Limited;
  • Open a Custody/ Investment Management transaction account to facilitate investment transactions.

Services offered

Investment Management Services

  • CDS Accounts- Opening and maintenance of trading accounts either through nominee facilitation service or individual names
  • Trading of securities- Purchase and Sale of listed shares through the Bank’s empanelled brokers at the Nairobi Securities Exchange (NSE) or Over the Counter (OTC) markets
  • Immobilization/dematerialization of securities- Facilitation of conversion from paper certificate to electronic form
  • Transfers- This includes private transfers and inter-CDA transfers
  • Fixed Income securities- The Bank facilitates trading of government securities (Treasury Bills and Bonds), corporate bonds and commercial papers
  • Public offers- We act as a placement agent by coordinating receipt of public offer applications and processing through to the shares registrars and issuers
  • Offshore trading
  • Creation of Liens- IMS facilitates the process of creating lien on -securities used as collateral
Custodial Services

  • Settlement of Securities – Equities, Government Paper, Corporate Debt, Fixed & Call Deposits, Offshore Investments.
  • Safekeeping of Securities
  • Corporate Actions ProcessingInterest payments & Maturities, Dividend collection, Processing of Rights & Bonus issues, Processing of Initial Public Offers (IPO’s).
  • Tenders – Applications for primary market Government and Corporate Debt
  • Proxy Services
  • Portfolio Reporting

For enquiries and advice on Investment Management Services, contact us on +254 020 3221000/002 or ims@imbank.co.ke

  • Trading NSE shares

    Buying, holding and selling of shares quoted in the Nairobi Stock Exchange by opening & operation of Personal Securities (CDS) accounts (to ease the mechanics of share market investment through reliable and efficient services).

    Learn More
  • Offshore Invesment in Mauritius

    Investments in Mauritius, through two established groups offering efficient and cost-effective one-stop management for investments and trusts.

    Learn More