NCBA Bank has brought its wealth advisory forum to Nakuru, targeting customers outside Nairobi through its Meet, Mingle and Money Talks series. The forum covered investment planning, portfolio diversification, wealth preservation and succession planning. NCBA Group Director of Retail Banking Dennis Njau says informed decisions and disciplined investing are key to building generational wealth.
The Meet, Mingle and Money Talks series was relaunched in 2026 as a platform for financial literacy and wealth planning. NCBA says it builds on a programme that began in 2025 and is designed to help customers see how their savings, investments, property and insurance fit together. The bank describes the series as advisory-led, bringing together networking and practical financial information.
The series has moved beyond Nairobi before. Earlier sessions in Nairobi covered home ownership, wealth management, equity release and the bank’s EasyBuild affordable housing finance. A Mombasa forum was held in late 2025 to encourage saving and investment among young people, and a Kisumu forum in 2025 focused on estate succession. The Nakuru forum continues that pattern.
The audience is a more specific group than the brief suggests. NCBA’s own announcements describe the series as aimed at its affluent Gold Banking customers, and its wider wealth proposition is designed for Platinum and Premier clients. The events are therefore an engagement tool for higher-value customers rather than a general public outreach programme.
The forum’s topics reflect what the bank’s wealth proposition offers. Platinum clients receive a dedicated relationship manager, investment advisory, structured investment products, deposit solutions, lifestyle financing and personalised financial planning. The bank says those services are designed to help clients move from building wealth to preserving it and passing it on.
Succession is a growing concern. A Knight Frank Africa Wealth Report cited at NCBA’s Kisumu forum found that more than 70 percent of Kenya’s wealthy individuals intend to pass on their wealth within a decade, but only 30 percent have formal succession plans. That gap is the reason the bank has added legal and estate guidance to its advisory offer.
Njau has framed the approach as moving beyond accumulation. At an earlier forum, he said wealth is not just about building assets but about keeping them and ensuring continuity across generations. He has also said that families and young investors are increasingly looking for solutions that fit their risk appetite and financial goals.
Market research cited by the bank suggests a broad shift in attitudes. It says more than 70 percent of Kenyans are rethinking how they build wealth, many turning to investments, savings products and property. Younger investors are especially interested in liquid assets that can meet specific goals.
The bank also points to the savings gap. NCBA has said Kenya’s national savings rate of 11 to 13 percent is below the African average of 17 percent, and argues that banks should move beyond transactional services to help customers build wealth.
The next steps will show whether the series continues to expand and how it translates into customer acquisition for the bank’s wealth and investment products. Customers and regulators will also be watching whether advisory services in regional towns offer the same quality of guidance as in Nairobi.
