Nairobi city skyline
Wealth and Risk Advisory

Protecting Value.
Structuring Growth.
Securing Continuity.

Praesidium helps individuals, families and organisations make clearer financial decisions, protect what matters and prepare for what comes next.

Our Principle

We understand first.
Then we structure.

Our Perspective

Financial security
begins with structure.

Insurance, retirement, wealth and continuity are often considered separately. In reality, they are deeply connected.

Praesidium brings these decisions into one clear and evolving framework.

We do not begin with products.
We begin with understanding.

Modern architectural arch and staircase
Who We Help

Different circumstances.
The same need for clarity.

Our approach remains consistent, but every solution reflects the client's circumstances, priorities and stage of development.

01

Individuals and Families

Life moves in stages.

Protect, grow and preserve what you have built. Plan how value and financial security will continue.

02

Businesses and Institutions

Build resilience in.

Connect assets, operations, people and continuity within one coordinated risk framework.

For Individuals and Families

Life moves in stages.
Your priorities should move with it.

We help individuals and families organise their financial decisions around four connected priorities.

01

Protect

Prepare for risks that could interrupt income, affect health or place pressure on your family.

02

Grow

Create disciplined structures for savings, investment and retirement.

03

Preserve

Protect income, assets and accumulated wealth against unexpected events.

04

Leave a Legacy

Plan how value and financial security will continue across generations.

Coastal landscape with boats and palm trees
Individual and Family Solutions

Support for every stage
of your financial journey.

Protection, retirement, wealth and continuity brought together within one clear structure.

01

Personal Financial Planning

Create a clear view of income, priorities and long term goals.

02

Life and Medical Insurance

Protect your health, income and the people who depend on you.

03

Critical Illness and Disability

Prepare for events that could affect your ability to earn.

04

Individual Pension Plans

Build a disciplined and portable retirement structure.

05

Pension Consolidation

Bring funds from previous employers into clearer view and control.

06

Retirement Income Planning

Structure how accumulated value can support life after work.

07

Education and Family Protection

Prepare for important family obligations and future milestones.

08

Estate and Succession Planning

Plan how assets and responsibilities will transfer.

09

Trust and Legacy Frameworks

Create structures that preserve value across generations.

Nairobi cityscape with greenery
For Businesses and Institutions

Resilience must be
built into the organisation.

Assets

Property, equipment, inventory and financial resources.

Operations

Service delivery, production, revenue and essential processes.

People

Employee wellbeing, retention and financial security.

Continuity

Resilience through disruption, change and transition.

Modern commercial building facade
Business and Institutional Solutions

Protecting the organisation
as one connected system.

Corporate risk, employee benefits and long term financial security structured around the organisation.

01

Risk Audits and Exposure Assessments

02

Property and Asset Protection

03

Liability and Professional Risk

04

Business Interruption and Operational Risk

05

Motor, Marine and Transit Insurance

06

Crime, Fidelity and Fraud Protection

07

Medical and Group Life Programmes

08

GPA, WIBA and Employee Accident Protection

09

Pension and Retirement Programmes

10

Executive Financial Security Solutions

11

Business Continuity and Succession Planning

12

Claims Support and Programme Review

Insurance policy and protection concept
The Praesidium Financial Framework

One framework.
Every stage.

Financial needs change. A disciplined structure keeps protection, growth and continuity aligned.

01

Understand Risk

Clarity on exposure and vulnerability.

02

Create Structure

Align income, obligations and protection.

03

Build Value

Support disciplined accumulation.

04

Preserve Value

Protect what has been built.

05

Secure Continuity

Prepare for retirement and transition.

We advise.

YOU DECIDE.

Our Solutions

Structured around
who we are advising.

One integrated philosophy. Two distinct client orientations.

01

Individuals and Families

Personal financial decisions structured around protection, growth, retirement and continuity.

Financial Planning and Growth

Planning, savings and investment alignment

Protection and Health

Life, medical, critical illness and disability

Pensions and Retirement

Individual plans, consolidation and retirement income

Estate and Legacy

Education, succession, trusts and generational continuity

02

Businesses and Institutions

Organisational risk structured across assets, operations, people and continuity.

Corporate Risk Protection

Assets, liability, interruption, motor, marine and crime

Employee Benefits

Medical, group life, GPA, WIBA and accident protection

Pensions and Financial Security

Retirement programmes and executive solutions

Continuity and Claims

Business continuity, succession, claims and programme review

Modern staircase and architecture
How We Work

A disciplined process.
A tailored outcome.

01

Discovery

Understand circumstances, priorities and current arrangements.

02

Assessment

Identify gaps, exposures and areas that need attention.

03

Structuring

Connect protection, retirement, wealth and continuity.

04

Implementation

Compare appropriate options and coordinate placement.

05

Ongoing Review

Keep the structure aligned as circumstances change.

Why Praesidium

Not a typical
insurance agency.

Our difference lies not only in what we advise, but in how every engagement is structured from the outset.

01

Advisory Led

Solutions begin with the client, not a predefined product.

02

Risk First

Recommendations are grounded in a clear understanding of exposure.

03

Integrated Perspective

Insurance, retirement, employee benefits and continuity are connected.

04

Individual and Institutional Capability

Personal security and organisational resilience are understood together.

05

Access to Established Providers

Suitable options can be compared across strong underwriting partners.

06

Support Beyond Placement

Implementation, servicing, review and claims support continue after placement.

07

Built for the Long Term

Structures are reviewed as priorities and circumstances evolve.

Aerial view of Nairobi skyline
Our Partners

Independent advice.
Strong underwriting relationships.

Our starting point is always the client, not the provider.

BritamBritam
ICEA LionICEA Lion
Prudential Life Assurance KenyaPrudential Life Assurance Kenya
SanlamSanlam
Jubilee InsuranceJubilee Insurance
APA InsuranceAPA Insurance
GA InsuranceGA Insurance
AAR InsuranceAAR Insurance
UAP Old MutualUAP Old Mutual
Heritage InsuranceHeritage Insurance
Madison InsuranceMadison Insurance
LibertyLiberty
Mayfair InsuranceMayfair Insurance
Takaful Insurance of AfricaTakaful Insurance of Africa

Choice

Objective comparison

Flexible structuring

Claims support