About Us

A few words about us

Ancestry Capital is a niche wealth management brokerage. We provide professional expertise across a wide spectrum of financial services required by business, high net worth individuals and expatriates.From a single point of contact, a client can access in-depth knowledge over an extensive range of financial products and services.Broad scope and detailed knowledge are complemented by our obsession for intensely personal service. All solutions are tailored to individual needs and the personal circumstances of every client.

Our objective is to build long-term relationships and develop wealth-enhancing solutions that give peace of mind over the years and down the generations. Our holistic service offering has strong appeal for businesses with international links or aspirations, high net worth individuals intent on growing and preserving personal wealth, expatriates requiring on- and offshore banking expertise and the African diaspora looking to channel funds into savings or investment vehicles in their home region.

Our group head offices are located in the British Virgin Islands. However, we pride ourselves on our closeness to clients and our regional offices are situated in Kampala, Uganda. From this base we serve the whole of Tanzania, Kenya and Uganda. Our international reach extends to London, Gibraltar, Mauritius, Jersey & the Isle of Man.

Our CEO David Iraka developed a close understanding of the growing regional demand for best-of-breed financial planning solutions while working in senior executive positions across Africa at some of the continent’s leading financial institutions. He is the former head of Offshore Services at Standard Bank (the largest bank on the continent) where he managed distribution across 14 countries. David, a highly respected figure in the financial services industry, built Ancestry Capital’s reputation on his track record as a provider of the highest standards of professionalism, dedication and integrity.

History

Our business was established in 2008 in South Africa, but the focus rapidly moved to East Africa in view of growing regional demand for best-of-breed financial planning solutions.

Our CEO David Iraka developed close understanding of these needs while working in senior executive positions across Africa at some of the continent’s leading financial institutions.

He simultaneously identified major opportunities for a brokerage purpose-built to deliver bespoke, highly personal financial and investment services. For optimum effect, those services have to be supported by well-informed, well-motivated advice from a trusted adviser.

These insights inspired the launch of Ancestry Capital

OUR HISTORY

Established

Our business was established in 2008 in South Africa, but the focus rapidly moved to East Africa in view of growing regional demand for best-of-breed financial planning solutions.

2008

licensed

Awarded a license from the Financial Services Board in South Africa as an authorized financial services provider.

2009

South Africa & Beyond

Registered the holding company, ancestry GROUP in the BVI with subsidiaries in Uganda, Kenya & Tanzania.

2014

Accreditation

We became an accredited Old Mutual Agency Franchise.

2015