BAAM was established in 2004 to offer asset management and investment advisory services to individuals and institutional clients and address a growing need for innovative investment products and services
BAAM is licensed as a Fund Manager by the Capital Markets Authority (CMA) and the Retirement Benefits Authority (RBA)
Currently managing in excess of Kshs 1.5 Billion, with over 1,000 clients
Procured a state-of-the art Investment Administration and Fund Management System – The Advent Office, to enhance operational efficiencies and high-standards of customer service.
To be the preferred provider of superior asset management and investment advisory services
At British American Asset Managers, we empower our clients worldwide to achieve and exceed their financial and investment objectives by providing superior investment solutions and excellent service that maximize stakeholder value
Occupational Retirement Benefit Scheme: A Pension or Provident Fund established by an employer for the benefit of employees. It is suitable for employers with over 100 staff members.
Umbrella Pension or Umbrella Provident Fund: This is an Umbrella Retirement Fund for Small & Medium Enterprises (SMEs) i.e. organizations with less than 100 employees. They all participate under the Umbrella Retirement Fund thereby creating sufficient critical mass for cost and benefit optimization.
Individual Pension Policy: This is a Pension savings policy for self employed persons or employees in organizations that do not offer pension benefits.
Investment Services provided to Retirement Schemes: BAAM
Discretionary Investment Management
- Pooled Investment funds
Fund Manager makes the investment decisions.
Investment risk – no underlying guarantees.
Rate of return could be different from time to time.
5 . If you are a member of a retirement Benefits scheme, then your employer also contributes to the scheme, thus effectively increasing your gross earnings.
Investment income earned by registered retirement Benefits schemes is tax-free.
If you lose your job your retirement Benefits savings can be an invaluable nest egg.
Compound interest: Compound interest accrues on the contributions received, leading to a faster accumulation of your fund.
Why SAVE for retirement? (Cont.d)
Some Key thoughts… How long have you spent planning the longest holiday of your life… RETIREMENT?
Shortfall Shortfall Income Fortunately your parent’s pay for this Who will pay for this? Money Life Line
The Graphic story of 100 young people now aged 25 … 40 years later at retirement …. 49 29 12 5 4 1 Will be rich Will be financially independent Will still be working Will be broke Will be dead Will be dependent on friends and charity